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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 | $69,843 | $96,123-27.3% | $77,361-9.7% | $198,609-64.8% |
| Participation rate | 81.8% | 81.1%+0.7pp | 75.0%+6.8pp | 82.4%-0.6pp |
| Annual return | 10.12% | 2054.81%-2044.7pp | 1011.54%-1001.4pp | 202.70%-192.6pp |
| Employer contribution / active EE | $3,643 | $3,791-3.9% | $2,990+21.8% | $5,055-27.9% |
| Participant deferral / active EE | $1,569 | $4,975-68.5% | $3,911-59.9% | $6,977-77.5% |
| Admin fee / account holder | $2,204 | $9,471-76.7% | $5,894-62.6% | $19,030-88.4% |