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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 | $34,119 | $138,076-75.3% | $123,553-72.4% | $135,380-74.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 46.64% | 153.70%-107.1pp | 119.21%-72.6pp | 519.81%-473.2pp |
| Employer contribution / active EE | $4,496 | $5,152-12.7% | $4,628-2.9% | $4,779-5.9% |
| Participant deferral / active EE | $1,355 | $6,800-80.1% | $6,426-78.9% | $5,609-75.8% |
| Admin fee / account holder | $2,979 | $10,917-72.7% | $9,284-67.9% | $10,828-72.5% |