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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 | $55,263 | $184,000-70.0% | $162,185-65.9% | $152,909-63.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.5%+9.9pp |
| Annual return | 18.16% | 150.80%-132.6pp | 115.61%-97.5pp | 345.46%-327.3pp |
| Employer contribution / active EE | $6,297 | $6,370-1.2% | $5,613+12.2% | $4,764+32.2% |
| Participant deferral / active EE | $2,841 | $8,033-64.6% | $7,297-61.1% | $5,851-51.4% |
| Admin fee / account holder | $5,763 | $13,124-56.1% | $10,844-46.9% | $11,601-50.3% |