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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 | $69,796 | $93,345-25.2% | $119,126-41.4% | $87,485-20.2% |
| Participation rate | 94.4% | 68.7%+25.7pp | 75.8%+18.7pp | 68.9%+25.5pp |
| Annual return | 15.58% | 19.08%-3.5pp | 282.11%-266.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,291 | $3,172-27.8% | $4,034-43.2% | $2,596-11.7% |
| Participant deferral / active EE | $204 | $4,099-95.0% | $5,318-96.2% | $4,274-95.2% |
| Admin fee / account holder | $8,742 | $8,039+8.7% | $10,693-18.2% | $7,775+12.4% |