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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 | $52,252 | $178,174-70.7% | $156,181-66.5% | $137,256-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.58% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,614 | $4,972+12.9% | $4,294+30.7% | $4,156+35.1% |
| Participant deferral / active EE | $1,425 | $6,888-79.3% | $6,132-76.8% | $6,407-77.8% |
| Admin fee / account holder | $25,834 | $17,404+48.4% | $14,586+77.1% | $12,270+110.5% |