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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 | $57,116 | $157,829-63.8% | $136,867-58.3% | $198,609-71.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.43% | 51.25%-32.8pp | 42.97%-24.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $6,090 | $3,923+55.3% | $3,547+71.7% | $5,055+20.5% |
| Participant deferral / active EE | $1,552 | $5,463-71.6% | $4,924-68.5% | $6,977-77.8% |
| Admin fee / account holder | $782 | $11,107-93.0% | $10,340-92.4% | $19,030-95.9% |