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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 | $81,587 | $81,208+0.5% | $98,920-17.5% | $79,852+2.2% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.0pp | 69.6%+27.4pp |
| Annual return | 39.79% | 60.99%-21.2pp | 196.47%-156.7pp | 31.72%+8.1pp |
| Employer contribution / active EE | $2,941 | $1,960+50.1% | $2,689+9.4% | $2,471+19.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $440 | $6,013-92.7% | $6,643-93.4% | $5,306-91.7% |