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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 | $32,228 | $102,638-68.6% | $81,982-60.7% | $158,982-79.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 6.89% | 61.05%-54.2pp | 41.31%-34.4pp | 302.99%-296.1pp |
| Employer contribution / active EE | $5,928 | $3,241+82.9% | $2,498+137.3% | $4,763+24.5% |
| Participant deferral / active EE | $865 | $4,649-81.4% | $3,722-76.8% | $5,983-85.5% |
| Admin fee / account holder | $3,811 | $8,237-53.7% | $5,665-32.7% | $11,252-66.1% |