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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 | $46,076 | $102,635-55.1% | $86,209-46.6% | $139,456-67.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 23.80% | 1923.53%-1899.7pp | 1169.05%-1145.3pp | 373.45%-349.6pp |
| Employer contribution / active EE | $886 | $3,034-70.8% | $2,381-62.8% | $4,753-81.4% |
| Participant deferral / active EE | $1,060 | $4,677-77.3% | $3,986-73.4% | $6,711-84.2% |
| Admin fee / account holder | $3,472 | $8,661-59.9% | $6,853-49.3% | $11,407-69.6% |