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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 | $55,251 | $198,461-72.2% | $170,436-67.6% | $147,585-62.6% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.66% | 257.30%-244.6pp | 205.94%-193.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $4,063 | $6,184-34.3% | $5,433-25.2% | $4,876-16.7% |
| Participant deferral / active EE | $1,862 | $5,629-66.9% | $4,939-62.3% | $5,439-65.8% |
| Admin fee / account holder | $4,982 | $16,852-70.4% | $13,880-64.1% | $10,885-54.2% |