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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 | $55,539 | $185,312-70.0% | $161,489-65.6% | $154,746-64.1% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 16.33% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $5,170 | $4,769+8.4% | $4,268+21.1% | $4,379+18.1% |
| Participant deferral / active EE | $1,894 | $6,350-70.2% | $5,630-66.4% | $6,730-71.9% |
| Admin fee / account holder | $2,289 | $18,654-87.7% | $16,006-85.7% | $14,365-84.1% |