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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 | $55,045 | $100,901-45.4% | $75,501-27.1% | $147,586-62.7% |
| Participation rate | 94.1% | 77.1%+17.0pp | 72.4%+21.8pp | 82.8%+11.3pp |
| Annual return | 13.23% | 35.78%-22.6pp | 27.35%-14.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,216 | $3,253-1.1% | $2,352+36.8% | $4,876-34.0% |
| Participant deferral / active EE | $525 | $4,027-87.0% | $3,142-83.3% | $5,439-90.3% |
| Admin fee / account holder | $494 | $11,285-95.6% | $5,801-91.5% | $10,886-95.5% |