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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 | $75,512 | $162,136-53.4% | $152,301-50.4% | $154,746-51.2% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 14.65% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $15,031 | $4,890+207.4% | $4,624+225.0% | $4,379+243.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29,101 | $15,759+84.7% | $14,398+102.1% | $14,365+102.6% |