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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 | $47,045 | $168,635-72.1% | $147,617-68.1% | $125,389-62.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.31% | 77.65%-74.3pp | 61.98%-58.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $3,823 | $6,252-38.9% | $5,564-31.3% | $4,866-21.4% |
| Participant deferral / active EE | $670 | $5,507-87.8% | $4,895-86.3% | $5,352-87.5% |
| Admin fee / account holder | $1,943 | $13,580-85.7% | $11,612-83.3% | $9,541-79.6% |