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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 | $60,608 | $85,766-29.3% | $136,298-55.5% | $70,126-13.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 23.00% | 31.46%-8.5pp | 5156.27%-5133.3pp | 73.15%-50.1pp |
| Employer contribution / active EE | $6,420 | $2,966+116.5% | $4,696+36.7% | $2,343+174.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,347 | $5,421-56.7% | $9,244-74.6% | $4,645-49.5% |