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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 | $28,450 | $81,632-65.1% | $70,455-59.6% | $158,931-82.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 12.09% | 208.48%-196.4pp | 109.06%-97.0pp | 302.86%-290.8pp |
| Employer contribution / active EE | $3,635 | $3,217+13.0% | $2,737+32.8% | $4,761-23.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $537 | $6,193-91.3% | $3,845-86.0% | $11,247-95.2% |