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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 | $101,595 | $134,817-24.6% | $123,973-18.1% | $155,188-34.5% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.7%+1.9pp | 80.8%-2.2pp |
| Annual return | 9.21% | 515.49%-506.3pp | 388.13%-378.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $2,143 | $4,425-51.6% | $4,126-48.1% | $4,248-49.6% |
| Participant deferral / active EE | $1,582 | $5,706-72.3% | $5,247-69.9% | $6,531-75.8% |
| Admin fee / account holder | $6,763 | $13,245-48.9% | $11,799-42.7% | $14,480-53.3% |