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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 | $102,001 | $183,592-44.4% | $155,567-34.4% | $145,959-30.1% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.94% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $4,182 | $5,315-21.3% | $4,674-10.5% | $4,661-10.3% |
| Participant deferral / active EE | $1,244 | $6,464-80.8% | $5,628-77.9% | $6,689-81.4% |
| Admin fee / account holder | $5,365 | $19,318-72.2% | $15,916-66.3% | $13,398-60.0% |