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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 | $86,725 | $217,432-60.1% | $185,849-53.3% | $167,536-48.2% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.02% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,252 | $5,875-78.7% | $5,169-75.8% | $4,839-74.1% |
| Participant deferral / active EE | $853 | $6,357-86.6% | $5,569-84.7% | $6,342-86.6% |
| Admin fee / account holder | $2,160 | $19,818-89.1% | $16,244-86.7% | $12,315-82.5% |