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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 | $60,667 | $107,368-43.5% | $92,915-34.7% | $152,909-60.3% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 15.96% | 145.64%-129.7pp | 109.45%-93.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $8,050 | $4,222+90.7% | $3,653+120.3% | $4,764+69.0% |
| Participant deferral / active EE | $859 | $4,848-82.3% | $4,238-79.7% | $5,851-85.3% |
| Admin fee / account holder | $574 | $7,082-91.9% | $5,796-90.1% | $11,601-95.1% |