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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 | $51,634 | $125,184-58.8% | $105,607-51.1% | $145,884-64.6% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.58% | 225.00%-209.4pp | 116.11%-100.5pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,572 | $3,720-57.8% | $3,167-50.4% | $4,662-66.3% |
| Participant deferral / active EE | $1,421 | $5,714-75.1% | $5,011-71.6% | $6,690-78.8% |
| Admin fee / account holder | $887 | $17,133-94.8% | $10,958-91.9% | $13,392-93.4% |