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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 | $42,764 | $88,672-51.8% | $105,223-59.4% | $82,448-48.1% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 24.57% | 30.86%-6.3pp | 180.65%-156.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $8,019 | $3,048+163.1% | $3,689+117.4% | $2,551+214.4% |
| Participant deferral / active EE | $493 | $4,036-87.8% | $5,072-90.3% | $4,139-88.1% |
| Admin fee / account holder | $3,702 | $7,146-48.2% | $8,859-58.2% | $7,234-48.8% |