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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 | $60,057 | $152,619-60.6% | $125,195-52.0% | $152,909-60.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.11% | 54.85%-35.7pp | 43.79%-24.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $4,213 | $4,947-14.8% | $3,866+9.0% | $4,764-11.6% |
| Participant deferral / active EE | $1,623 | $5,869-72.3% | $4,937-67.1% | $5,851-72.3% |
| Admin fee / account holder | $1,737 | $13,437-87.1% | $9,704-82.1% | $11,601-85.0% |