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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 | $94,460 | $108,942-13.3% | $100,415-5.9% | $145,897-35.3% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.13% | 58.27%-47.1pp | 49.47%-38.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $585 | $4,422-86.8% | $3,943-85.2% | $4,663-87.5% |
| Participant deferral / active EE | $1,315 | $8,461-84.5% | $8,091-83.8% | $6,689-80.3% |
| Admin fee / account holder | $1,795 | $9,702-81.5% | $7,906-77.3% | $13,390-86.6% |