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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 | $111,535-23.4% | $105,223-18.8% | $137,256-37.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 13.32% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,895 | $3,939+100.4% | $3,689+114.0% | $4,156+90.0% |
| Participant deferral / active EE | $1,068 | $5,500-80.6% | $5,072-78.9% | $6,407-83.3% |
| Admin fee / account holder | $5,561 | $9,721-42.8% | $8,859-37.2% | $12,270-54.7% |