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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 | $58,241+9.2% | $81,780-22.2% | $80,911-21.4% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.4%+15.7pp | 67.6%+20.4pp |
| Annual return | 17.36% | 41.73%-24.4pp | 776.27%-758.9pp | 35.63%-18.3pp |
| Employer contribution / active EE | $4,762 | $2,343+103.2% | $2,914+63.4% | $2,756+72.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,881 | $4,973+159.0% | $7,384+74.4% | $6,935+85.7% |