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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 | $109,591 | $112,131-2.3% | $95,964+14.2% | $158,982-31.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 8.52% | 171.19%-162.7pp | 91.64%-83.1pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,363 | $3,199-57.4% | $2,541-46.4% | $4,763-71.4% |
| Participant deferral / active EE | $1,367 | $4,784-71.4% | $4,167-67.2% | $5,983-77.2% |
| Admin fee / account holder | $2,228 | $10,136-78.0% | $6,797-67.2% | $11,252-80.2% |