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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 | $92,756 | $112,131-17.3% | $95,964-3.3% | $158,982-41.7% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 11.41% | 171.19%-159.8pp | 91.64%-80.2pp | 302.99%-291.6pp |
| Employer contribution / active EE | $903 | $3,199-71.8% | $2,541-64.5% | $4,763-81.1% |
| Participant deferral / active EE | $1,356 | $4,784-71.7% | $4,167-67.5% | $5,983-77.3% |
| Admin fee / account holder | $867 | $10,136-91.4% | $6,797-87.2% | $11,252-92.3% |