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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 | $56,330 | $160,070-64.8% | $147,117-61.7% | $145,897-61.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 13.02% | 98.69%-85.7pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,953 | $5,285-44.1% | $4,932-40.1% | $4,663-36.7% |
| Participant deferral / active EE | $1,655 | $8,419-80.3% | $8,065-79.5% | $6,689-75.3% |
| Admin fee / account holder | $9,537 | $15,035-36.6% | $12,993-26.6% | $13,390-28.8% |