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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 | $51,929 | $166,242-68.8% | $165,071-68.5% | $145,884-64.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 13.37% | 100.44%-87.1pp | 70.17%-56.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,611 | $5,283-69.5% | $4,347-63.0% | $4,662-65.5% |
| Participant deferral / active EE | $1,611 | $6,964-76.9% | $6,035-73.3% | $6,690-75.9% |
| Admin fee / account holder | $893 | $16,658-94.6% | $12,695-93.0% | $13,392-93.3% |