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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 | $112,875 | $185,905-39.3% | $170,057-33.6% | $139,487-19.1% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 15.40% | 60.56%-45.2pp | 53.42%-38.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,898 | $7,597-61.9% | $6,790-57.3% | $4,755-39.0% |
| Participant deferral / active EE | $2,674 | $11,627-77.0% | $10,411-74.3% | $6,713-60.2% |
| Admin fee / account holder | $3,831 | $15,397-75.1% | $12,826-70.1% | $11,407-66.4% |