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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 | $85,410 | $129,737-34.2% | $119,126-28.3% | $154,746-44.8% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 13.32% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $7,895 | $4,375+80.5% | $4,034+95.7% | $4,379+80.3% |
| Participant deferral / active EE | $1,068 | $5,842-81.7% | $5,318-79.9% | $6,730-84.1% |
| Admin fee / account holder | $5,561 | $11,961-53.5% | $10,693-48.0% | $14,365-61.3% |