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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 | $46,536 | $81,664-43.0% | $70,476-34.0% | $158,966-70.7% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 11.08% | 208.59%-197.5pp | 109.12%-98.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,950 | $3,219-8.3% | $2,738+7.8% | $4,762-38.0% |
| Participant deferral / active EE | $775 | $4,556-83.0% | $3,710-79.1% | $5,983-87.0% |
| Admin fee / account holder | $1,810 | $6,197-70.8% | $3,847-52.9% | $11,250-83.9% |