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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 | $123,269 | $49,976+146.7% | $66,674+84.9% | $82,637+49.2% |
| Participation rate | 98.0% | 63.1%+34.9pp | 73.7%+24.3pp | 68.1%+29.9pp |
| Annual return | 36.58% | 39.09%-2.5pp | 321.24%-284.7pp | 53.51%-16.9pp |
| Employer contribution / active EE | $1,307 | $1,988-34.3% | $2,620-50.1% | $2,552-48.8% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $518 | $4,594-88.7% | $5,098-89.8% | $7,339-92.9% |