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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 | $54,468 | $124,330-56.2% | $109,173-50.1% | $167,536-67.5% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 42.33% | 26.04%+16.3pp | 25.75%+16.6pp | 478.82%-436.5pp |
| Employer contribution / active EE | $6,813 | $4,209+61.9% | $3,723+83.0% | $4,839+40.8% |
| Participant deferral / active EE | $1,418 | $5,256-73.0% | $4,654-69.5% | $6,342-77.6% |
| Admin fee / account holder | $17,586 | $7,974+120.5% | $6,755+160.3% | $12,315+42.8% |