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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 | $41,610 | $183,988-77.4% | $162,177-74.3% | $152,897-72.8% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.5%+2.5pp |
| Annual return | 18.69% | 150.79%-132.1pp | 115.60%-96.9pp | 345.43%-326.7pp |
| Employer contribution / active EE | $4,680 | $6,370-26.5% | $5,613-16.6% | $4,764-1.8% |
| Participant deferral / active EE | $2,517 | $8,032-68.7% | $7,297-65.5% | $5,851-57.0% |
| Admin fee / account holder | $751 | $13,123-94.3% | $10,843-93.1% | $11,599-93.5% |