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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 | $114,119-25.2% | $107,187-20.3% | $138,895-38.5% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.0%+19.7pp | 79.9%+14.8pp |
| Annual return | 13.32% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $7,895 | $4,059+94.5% | $3,782+108.7% | $4,194+88.2% |
| Participant deferral / active EE | $1,068 | $5,538-80.7% | $5,096-79.0% | $6,396-83.3% |
| Admin fee / account holder | $5,561 | $10,024-44.5% | $9,162-39.3% | $12,562-55.7% |