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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 | $49,924 | $48,337+3.3% | $67,560-26.1% | $80,959-38.3% |
| Participation rate | 93.5% | 66.4%+27.0pp | 72.9%+20.5pp | 67.7%+25.8pp |
| Annual return | 24.39% | 18.26%+6.1pp | 3533.50%-3509.1pp | 35.67%-11.3pp |
| Employer contribution / active EE | $3,244 | $2,023+60.4% | $2,737+18.6% | $2,757+17.7% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,605 | $3,695+51.7% | $3,994+40.3% | $6,925-19.1% |