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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 | $56,856 | $176,105-67.7% | $159,474-64.3% | $167,536-66.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.03% | 331.91%-321.9pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $1,376 | $5,299-74.0% | $4,831-71.5% | $4,839-71.6% |
| Participant deferral / active EE | $2,225 | $7,751-71.3% | $7,353-69.7% | $6,342-64.9% |
| Admin fee / account holder | $7,093 | $12,559-43.5% | $10,802-34.3% | $12,315-42.4% |