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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 | $88,596 | $99,994-11.4% | $146,647-39.6% | $85,851+3.2% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.7pp |
| Annual return | 41.92% | 18.93%+23.0pp | 22.75%+19.2pp | 318.63%-276.7pp |
| Employer contribution / active EE | $2,881 | $2,559+12.6% | $4,137-30.4% | $2,565+12.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,732 | $7,703-77.5% | $10,281-83.2% | $6,261-72.3% |