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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 | $83,613 | $68,097+22.8% | $62,929+32.9% | $137,256-39.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 17.06% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $315 | $2,811-88.8% | $2,505-87.4% | $4,156-92.4% |
| Participant deferral / active EE | $645 | $4,553-85.8% | $3,888-83.4% | $6,407-89.9% |
| Admin fee / account holder | $5,634 | $6,521-13.6% | $5,065+11.2% | $12,270-54.1% |