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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 | $126,519-49.3% | $106,201-39.6% | $145,959-56.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 9.03% | 225.10%-216.1pp | 116.26%-107.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $845 | $3,726-77.3% | $3,170-73.3% | $4,661-81.9% |
| Participant deferral / active EE | $845 | $5,716-85.2% | $5,012-83.1% | $6,689-87.4% |
| Admin fee / account holder | $1,328 | $17,312-92.3% | $11,039-88.0% | $13,398-90.1% |