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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 | $108,591 | $209,847-48.3% | $189,520-42.7% | $167,518-35.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 9.25% | 748.45%-739.2pp | 555.25%-546.0pp | 478.71%-469.5pp |
| Employer contribution / active EE | $2,149 | $6,913-68.9% | $6,161-65.1% | $4,838-55.6% |
| Participant deferral / active EE | $3,043 | $8,934-65.9% | $8,220-63.0% | $6,342-52.0% |
| Admin fee / account holder | $4,383 | $14,295-69.3% | $12,046-63.6% | $12,312-64.4% |