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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 | $53,387 | $198,457-73.1% | $170,435-68.7% | $147,586-63.8% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 9.47% | 257.30%-247.8pp | 205.94%-196.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $3,333 | $6,183-46.1% | $5,432-38.6% | $4,876-31.6% |
| Participant deferral / active EE | $760 | $5,629-86.5% | $4,939-84.6% | $5,439-86.0% |
| Admin fee / account holder | $122,410 | $16,852+626.4% | $13,881+781.9% | $10,886+1024.5% |