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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 | $50,178 | $105,200-52.3% | $159,474-68.5% | $85,847-41.5% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.8%-12.6pp | 69.3%+1.0pp |
| Annual return | 28.85% | 45.08%-16.2pp | 263.68%-234.8pp | 318.61%-289.8pp |
| Employer contribution / active EE | $1,413 | $3,319-57.4% | $4,831-70.8% | $2,565-44.9% |
| Participant deferral / active EE | $2,490 | $5,946-58.1% | $7,353-66.1% | $3,952-37.0% |
| Admin fee / account holder | $451 | $6,934-93.5% | $10,802-95.8% | $6,261-92.8% |