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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 | $51,156 | $88,778-42.4% | $81,844-37.5% | $145,884-64.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.09% | 1033.03%-1021.9pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,265 | $3,087+5.8% | $2,916+11.9% | $4,662-30.0% |
| Participant deferral / active EE | $224 | $4,648-95.2% | $4,323-94.8% | $6,690-96.6% |
| Admin fee / account holder | $1,575 | $8,430-81.3% | $7,355-78.6% | $13,392-88.2% |