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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 | $54,170 | $53,128+2.0% | $86,582-37.4% | $70,126-22.8% |
| Participation rate | 95.5% | 65.3%+30.2pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 13.97% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,607 | $2,068+74.4% | $2,839+27.0% | $2,343+54.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $699 | $3,584-80.5% | $4,904-85.7% | $4,645-84.9% |