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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 | $25,101 | $134,817-81.4% | $123,973-79.8% | $155,188-83.8% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.7%+18.6pp | 80.8%+14.4pp |
| Annual return | 14.77% | 515.49%-500.7pp | 388.13%-373.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,211 | $4,425-72.6% | $4,126-70.6% | $4,248-71.5% |
| Participant deferral / active EE | $482 | $5,706-91.5% | $5,247-90.8% | $6,531-92.6% |
| Admin fee / account holder | $5,272 | $13,245-60.2% | $11,799-55.3% | $14,480-63.6% |