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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 | $93,676 | $157,296-40.4% | $141,191-33.7% | $152,897-38.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 21.96% | 64.34%-42.4pp | 71.41%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,775 | $5,262-47.3% | $4,736-41.4% | $4,764-41.7% |
| Participant deferral / active EE | $1,102 | $7,111-84.5% | $6,710-83.6% | $5,851-81.2% |
| Admin fee / account holder | $11,741 | $12,125-3.2% | $10,264+14.4% | $11,599+1.2% |