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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 | $156,398-51.7% | $147,318-48.7% | $138,895-45.6% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 14.65% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $15,031 | $4,853+209.7% | $4,593+227.3% | $4,194+258.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $29,101 | $14,976+94.3% | $13,708+112.3% | $12,562+131.7% |