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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 | $76,779 | $171,492-55.2% | $150,734-49.1% | $198,609-61.3% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 9.66% | 804.70%-795.0pp | 600.81%-591.1pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,054 | $5,470-62.5% | $4,918-58.2% | $5,055-59.4% |
| Participant deferral / active EE | $1,772 | $6,259-71.7% | $5,610-68.4% | $6,977-74.6% |
| Admin fee / account holder | $24,032 | $17,628+36.3% | $14,905+61.2% | $19,030+26.3% |