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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 | $81,572 | $85,766-4.9% | $136,298-40.2% | $70,126+16.3% |
| Participation rate | 90.4% | 74.2%+16.3pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 14.25% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,737 | $2,966-41.4% | $4,696-63.0% | $2,343-25.8% |
| Participant deferral / active EE | $1,885 | $5,051-62.7% | $6,247-69.8% | $3,332-43.4% |
| Admin fee / account holder | $3,981 | $5,421-26.6% | $9,244-56.9% | $4,645-14.3% |