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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,986 | $81,476+58.3% | $102,383+26.0% | $80,925+59.4% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.3pp | 67.7%+31.2pp |
| Annual return | 83.58% | 25.59%+58.0pp | 24.94%+58.6pp | 35.65%+47.9pp |
| Employer contribution / active EE | $22,217 | $3,105+615.6% | $3,870+474.0% | $2,756+706.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,696 | $6,717-59.9% | $8,391-67.9% | $6,940-61.2% |