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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 | $42,612 | $175,259-75.7% | $149,723-71.5% | $139,487-69.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.32% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $7,443 | $5,478+35.9% | $4,821+54.4% | $4,755+56.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $341 | $16,158-97.9% | $13,215-97.4% | $11,407-97.0% |