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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 | $51,011 | $159,934-68.1% | $147,005-65.3% | $145,959-65.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.00% | 98.24%-88.2pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,654 | $5,287-68.7% | $4,934-66.5% | $4,661-64.5% |
| Participant deferral / active EE | $1,863 | $8,427-77.9% | $8,070-76.9% | $6,689-72.2% |
| Admin fee / account holder | $6,207 | $15,053-58.8% | $13,006-52.3% | $13,398-53.7% |