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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 | $58,765 | $93,589-37.2% | $135,942-56.8% | $75,181-21.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 17.29% | 30.90%-13.6pp | 68.28%-51.0pp | 160.69%-143.4pp |
| Employer contribution / active EE | $7,018 | $3,537+98.4% | $4,858+44.5% | $2,671+162.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,193 | $6,977+3.1% | $10,764-33.2% | $5,650+27.3% |