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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 | $124,840 | $96,123+29.9% | $77,361+61.4% | $198,609-37.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.0%+13.9pp | 82.4%+6.5pp |
| Annual return | 11.53% | 2054.81%-2043.3pp | 1011.54%-1000.0pp | 202.70%-191.2pp |
| Employer contribution / active EE | $3,168 | $3,791-16.4% | $2,990+5.9% | $5,055-37.3% |
| Participant deferral / active EE | $1,233 | $4,975-75.2% | $3,911-68.5% | $6,977-82.3% |
| Admin fee / account holder | $6,111 | $9,471-35.5% | $5,894+3.7% | $19,030-67.9% |