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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 | $50,852 | $109,359-53.5% | $162,185-68.6% | $72,976-30.3% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.3pp |
| Annual return | 21.65% | 25.46%-3.8pp | 115.61%-94.0pp | 81.02%-59.4pp |
| Employer contribution / active EE | $7,319 | $3,907+87.3% | $5,613+30.4% | $2,440+200.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,971 | $7,972-75.3% | $10,844-81.8% | $5,124-61.5% |