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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 | $56,524 | $118,708-52.4% | $98,920-42.9% | $158,982-64.4% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 12.35% | 372.49%-360.1pp | 196.47%-184.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,730 | $3,334-48.1% | $2,689-35.7% | $4,763-63.7% |
| Participant deferral / active EE | $1,231 | $5,089-75.8% | $4,245-71.0% | $5,983-79.4% |
| Admin fee / account holder | $2,312 | $10,134-77.2% | $6,643-65.2% | $11,252-79.4% |