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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 | $88,672-21.3% | $105,223-33.7% | $82,448-15.3% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 15.58% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,291 | $3,048-24.8% | $3,689-37.9% | $2,551-10.2% |
| Participant deferral / active EE | $204 | $4,036-94.9% | $5,072-96.0% | $4,139-95.1% |
| Admin fee / account holder | $8,742 | $7,146+22.3% | $8,859-1.3% | $7,234+20.8% |