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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 | $65,419 | $47,479+37.8% | $62,929+4.0% | $82,448-20.7% |
| Participation rate | 87.8% | 66.9%+20.9pp | 73.1%+14.6pp | 68.1%+19.7pp |
| Annual return | 12.48% | 20.34%-7.9pp | 1063.93%-1051.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,234 | $1,885+18.5% | $2,505-10.8% | $2,551-12.4% |
| Participant deferral / active EE | $771 | $2,870-73.1% | $3,888-80.2% | $4,139-81.4% |
| Admin fee / account holder | $11,991 | $3,804+215.2% | $5,065+136.8% | $7,234+65.7% |