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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 | $30,343 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.51% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,219 | $5,315-77.1% | $4,675-73.9% | $4,662-73.9% |
| Participant deferral / active EE | $1,144 | $6,467-82.3% | $5,630-79.7% | $6,690-82.9% |
| Admin fee / account holder | $15,726 | $19,293-18.5% | $15,900-1.1% | $13,392+17.4% |