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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 | $84,676 | $111,814-24.3% | $103,374-18.1% | $145,959-42.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 18.89% | 24.77%-5.9pp | 24.89%-6.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $1,116 | $4,214-73.5% | $3,869-71.2% | $4,661-76.1% |
| Participant deferral / active EE | $1,404 | $5,618-75.0% | $5,058-72.2% | $6,689-79.0% |
| Admin fee / account holder | $17,576 | $9,754+80.2% | $8,394+109.4% | $13,398+31.2% |