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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 | $61,722 | $115,796-46.7% | $101,264-39.0% | $158,950-61.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 37.35% | 56.15%-18.8pp | 46.48%-9.1pp | 302.91%-265.6pp |
| Employer contribution / active EE | $1,225 | $4,175-70.7% | $3,660-66.5% | $4,762-74.3% |
| Participant deferral / active EE | $1,225 | $4,958-75.3% | $4,370-72.0% | $5,983-79.5% |
| Admin fee / account holder | $302 | $7,247-95.8% | $5,947-94.9% | $11,248-97.3% |