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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 | $41,653 | $183,516-77.3% | $155,534-73.2% | $145,884-71.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 19.32% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,754 | $5,315-29.4% | $4,675-19.7% | $4,662-19.5% |
| Participant deferral / active EE | $522 | $6,467-91.9% | $5,630-90.7% | $6,690-92.2% |
| Admin fee / account holder | $14,136 | $19,293-26.7% | $15,900-11.1% | $13,392+5.6% |