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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 | $41,908 | $160,070-73.8% | $147,117-71.5% | $145,897-71.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 23.89% | 98.69%-74.8pp | 420.54%-396.6pp | 552.29%-528.4pp |
| Employer contribution / active EE | $6,021 | $5,285+13.9% | $4,932+22.1% | $4,663+29.1% |
| Participant deferral / active EE | $2,193 | $8,419-73.9% | $8,065-72.8% | $6,689-67.2% |
| Admin fee / account holder | $437 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |