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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 | $38,175 | $209,428-81.8% | $178,498-78.6% | $158,950-76.0% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.01% | 188.78%-173.8pp | 151.09%-136.1pp | 302.91%-287.9pp |
| Employer contribution / active EE | $3,795 | $5,707-33.5% | $5,011-24.3% | $4,762-20.3% |
| Participant deferral / active EE | $638 | $5,955-89.3% | $5,202-87.7% | $5,983-89.3% |
| Admin fee / account holder | $5,722 | $17,077-66.5% | $13,985-59.1% | $11,248-49.1% |