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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 | $134,817-43.0% | $123,973-38.1% | $155,188-50.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 9.66% | 515.49%-505.8pp | 388.13%-378.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $2,054 | $4,425-53.6% | $4,126-50.2% | $4,248-51.7% |
| Participant deferral / active EE | $1,772 | $5,706-68.9% | $5,247-66.2% | $6,531-72.9% |
| Admin fee / account holder | $24,032 | $13,245+81.4% | $11,799+103.7% | $14,480+66.0% |