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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 | $108,897-13.3% | $100,378-5.9% | $145,877-35.2% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.13% | 58.17%-47.0pp | 49.41%-38.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $585 | $4,420-86.8% | $3,942-85.2% | $4,663-87.5% |
| Participant deferral / active EE | $1,315 | $8,455-84.5% | $8,087-83.7% | $6,691-80.4% |
| Admin fee / account holder | $1,795 | $9,690-81.5% | $7,899-77.3% | $13,402-86.6% |