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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 | $79,519 | $102,429-22.4% | $147,096-45.9% | $80,925-1.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 12.90% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $6,202 | $3,716+66.9% | $4,936+25.7% | $2,756+125.0% |
| Participant deferral / active EE | $2,111 | $6,649-68.3% | $8,071-73.8% | $4,299-50.9% |
| Admin fee / account holder | $13,252 | $7,957+66.5% | $13,005+1.9% | $6,940+90.9% |