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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 | $55,379 | $198,462-72.1% | $170,439-67.5% | $147,585-62.5% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 11.33% | 257.30%-246.0pp | 205.94%-194.6pp | 578.58%-567.3pp |
| Employer contribution / active EE | $2,211 | $6,184-64.2% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $1,743 | $5,629-69.0% | $4,939-64.7% | $5,439-68.0% |
| Admin fee / account holder | $12,802 | $16,852-24.0% | $13,881-7.8% | $10,886+17.6% |