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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 | $83,493 | $196,972-57.6% | $182,262-54.2% | $198,609-58.0% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 21.90% | 158.27%-136.4pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $1,863 | $5,364-65.3% | $5,046-63.1% | $5,055-63.1% |
| Participant deferral / active EE | $2,374 | $8,643-72.5% | $8,276-71.3% | $6,977-66.0% |
| Admin fee / account holder | $364 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |