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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 | $59,627 | $48,284+23.5% | $67,524-11.7% | $80,911-26.3% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 13.56% | 18.27%-4.7pp | 3519.41%-3505.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $5,618 | $2,021+177.9% | $2,734+105.5% | $2,756+103.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,704 | $3,688+27.5% | $4,001+17.6% | $6,935-32.2% |