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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 | $100,926 | $125,190-19.4% | $105,624-4.4% | $145,897-30.8% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 13.18% | 225.22%-212.0pp | 116.20%-103.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,265 | $3,720+14.6% | $3,168+34.6% | $4,663-8.5% |
| Participant deferral / active EE | $1,224 | $5,716-78.6% | $5,013-75.6% | $6,689-81.7% |
| Admin fee / account holder | $2,059 | $17,138-88.0% | $10,961-81.2% | $13,390-84.6% |