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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 | $63,619 | $58,311+9.1% | $81,882-22.3% | $80,959-21.4% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 17.36% | 41.85%-24.5pp | 779.47%-762.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,762 | $2,347+102.9% | $2,916+63.3% | $2,757+72.7% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,881 | $4,752+171.1% | $7,360+75.0% | $6,925+86.0% |