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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 | $53,937 | $227,291-76.3% | $214,702-74.9% | $155,188-65.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 11.54% | 60.08%-48.5pp | 54.55%-43.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,649 | $6,772-60.9% | $6,461-59.0% | $4,248-37.6% |
| Participant deferral / active EE | $1,252 | $9,582-86.9% | $9,147-86.3% | $6,531-80.8% |
| Admin fee / account holder | $8,272 | $20,413-59.5% | $19,830-58.3% | $14,480-42.9% |