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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 | $49,214 | $51,184-3.8% | $66,439-25.9% | $86,983-43.4% |
| Participation rate | 85.3% | 68.5%+16.8pp | 74.5%+10.8pp | 69.5%+15.8pp |
| Annual return | 13.12% | 17.07%-4.0pp | 757.66%-744.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $6,333 | $2,023+213.1% | $2,637+140.2% | $2,584+145.0% |
| Participant deferral / active EE | $966 | $2,927-67.0% | $3,876-75.1% | $4,194-77.0% |
| Admin fee / account holder | $3,516 | $4,154-15.4% | $6,173-43.1% | $7,856-55.2% |