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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 | $64,657 | $48,364+33.7% | $71,796-9.9% | $62,881+2.8% |
| Participation rate | 97.0% | 60.6%+36.3pp | 69.1%+27.9pp | 69.3%+27.7pp |
| Annual return | 13.57% | 13.16%+0.4pp | 78.04%-64.5pp | 20.14%-6.6pp |
| Employer contribution / active EE | $3,395 | $1,042+225.9% | $1,924+76.4% | $2,281+48.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $440 | $3,771-88.3% | $4,815-90.9% | $4,296-89.8% |