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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 | $60,035 | $107,944-44.4% | $91,994-34.7% | $152,885-60.7% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | 20.51% | 89.26%-68.8pp | 69.03%-48.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $3,958 | $4,210-6.0% | $3,452+14.7% | $4,763-16.9% |
| Participant deferral / active EE | $1,061 | $6,365-83.3% | $5,923-82.1% | $5,851-81.9% |
| Admin fee / account holder | $4,369 | $10,521-58.5% | $7,743-43.6% | $11,598-62.3% |