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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 | $51,931 | $117,829-55.9% | $102,423-49.3% | $145,877-64.4% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 15.21% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $15,474 | $3,615+328.1% | $3,023+411.9% | $4,663+231.9% |
| Participant deferral / active EE | $1,033 | $5,732-82.0% | $5,054-79.6% | $6,691-84.6% |
| Admin fee / account holder | $2,057 | $13,335-84.6% | $9,455-78.2% | $13,402-84.7% |