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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 | $56,222 | $211,288-73.4% | $178,540-68.5% | $145,884-61.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 11.00% | 30.27%-19.3pp | 27.15%-16.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,000 | $4,574+9.3% | $3,953+26.5% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,685 | $12,105-69.6% | $10,424-64.7% | $13,392-72.5% |