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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 | $48,279 | $166,242-71.0% | $165,071-70.8% | $145,884-66.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 24.63% | 100.44%-75.8pp | 70.17%-45.5pp | 551.85%-527.2pp |
| Employer contribution / active EE | $6,198 | $5,283+17.3% | $4,347+42.6% | $4,662+32.9% |
| Participant deferral / active EE | $1,797 | $6,964-74.2% | $6,035-70.2% | $6,690-73.1% |
| Admin fee / account holder | $3,305 | $16,658-80.2% | $12,695-74.0% | $13,392-75.3% |