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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 | $82,945 | $105,856-21.6% | $90,161-8.0% | $147,586-43.8% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 10.36% | 37.63%-27.3pp | 34.89%-24.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $957 | $4,126-76.8% | $3,318-71.2% | $4,876-80.4% |
| Participant deferral / active EE | $1,574 | $5,733-72.6% | $5,287-70.2% | $5,439-71.1% |
| Admin fee / account holder | $5,791 | $8,046-28.0% | $5,943-2.6% | $10,886-46.8% |