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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 | $39,300 | $183,592-78.6% | $155,567-74.7% | $145,959-73.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 16.17% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,349 | $5,315-74.6% | $4,674-71.1% | $4,661-71.1% |
| Participant deferral / active EE | $1,446 | $6,464-77.6% | $5,628-74.3% | $6,689-78.4% |
| Admin fee / account holder | $24,449 | $19,318+26.6% | $15,916+53.6% | $13,398+82.5% |