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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 | $50,814 | $183,516-72.3% | $155,534-67.3% | $145,884-65.2% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 10.75% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,901 | $5,315-7.8% | $4,675+4.8% | $4,662+5.1% |
| Participant deferral / active EE | $1,113 | $6,467-82.8% | $5,630-80.2% | $6,690-83.4% |
| Admin fee / account holder | $35,620 | $19,293+84.6% | $15,900+124.0% | $13,392+166.0% |