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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 | $64,103 | $125,237-48.8% | $105,608-39.3% | $145,877-56.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 9.03% | 225.76%-216.7pp | 116.50%-107.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $845 | $3,720-77.3% | $3,167-73.3% | $4,663-81.9% |
| Participant deferral / active EE | $845 | $5,711-85.2% | $5,010-83.1% | $6,691-87.4% |
| Admin fee / account holder | $1,328 | $17,287-92.3% | $11,028-88.0% | $13,402-90.1% |