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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 | $85,239 | $138,075-38.3% | $123,552-31.0% | $135,379-37.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 9.04% | 153.70%-144.7pp | 119.20%-110.2pp | 519.79%-510.8pp |
| Employer contribution / active EE | $3,696 | $5,152-28.3% | $4,628-20.1% | $4,779-22.7% |
| Participant deferral / active EE | $1,227 | $6,800-82.0% | $6,426-80.9% | $5,609-78.1% |
| Admin fee / account holder | $13,449 | $10,917+23.2% | $9,285+44.9% | $10,828+24.2% |