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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 | $49,270 | $96,731-49.1% | $123,973-60.3% | $86,983-43.4% |
| Participation rate | 83.3% | 70.0%+13.3pp | 76.7%+6.7pp | 69.5%+13.8pp |
| Annual return | 12.57% | 17.33%-4.8pp | 388.13%-375.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $2,564 | $3,297-22.2% | $4,126-37.9% | $2,584-0.8% |
| Participant deferral / active EE | $1,558 | $4,152-62.5% | $5,247-70.3% | $4,194-62.9% |
| Admin fee / account holder | $1,189 | $8,722-86.4% | $11,799-89.9% | $7,856-84.9% |