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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 | $114,542 | $196,972-41.8% | $182,262-37.2% | $198,609-42.3% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 13.26% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,234 | $5,364-58.4% | $5,046-55.7% | $5,055-55.8% |
| Participant deferral / active EE | $1,889 | $8,643-78.1% | $8,276-77.2% | $6,977-72.9% |
| Admin fee / account holder | $5,154 | $18,429-72.0% | $16,712-69.2% | $19,030-72.9% |