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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 | $162,136-29.4% | $152,301-24.8% | $154,746-26.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 13.26% | 91.02%-77.8pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,234 | $4,890-54.3% | $4,624-51.7% | $4,379-49.0% |
| Participant deferral / active EE | $1,889 | $8,341-77.3% | $8,004-76.4% | $6,730-71.9% |
| Admin fee / account holder | $5,154 | $15,759-67.3% | $14,398-64.2% | $14,365-64.1% |