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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 | $51,939 | $227,399-77.2% | $189,758-72.6% | $198,609-73.8% |
| Participation rate | 86.4% | 84.0%+2.4pp | 79.8%+6.6pp | 82.4%+4.0pp |
| Annual return | 14.43% | 61.03%-46.6pp | 52.62%-38.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $5,455 | $5,526-1.3% | $4,767+14.4% | $5,055+7.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,082 | $25,162-91.7% | $20,388-89.8% | $19,030-89.1% |