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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 | $50,670 | $166,268-69.5% | $165,100-69.3% | $145,897-65.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.39% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $6,855 | $5,284+29.7% | $4,348+57.7% | $4,663+47.0% |
| Participant deferral / active EE | $1,968 | $6,964-71.7% | $6,035-67.4% | $6,689-70.6% |
| Admin fee / account holder | $1,269 | $16,659-92.4% | $12,696-90.0% | $13,390-90.5% |