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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 | $87,749 | $134,817-34.9% | $123,973-29.2% | $155,188-43.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 10.06% | 515.49%-505.4pp | 388.13%-378.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,651 | $4,425-40.1% | $4,126-35.8% | $4,248-37.6% |
| Participant deferral / active EE | $1,372 | $5,706-76.0% | $5,247-73.8% | $6,531-79.0% |
| Admin fee / account holder | $26,366 | $13,245+99.1% | $11,799+123.5% | $14,480+82.1% |