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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 | $75,113 | $154,209-51.3% | $130,062-42.2% | $139,487-46.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.60% | 32.52%-13.9pp | -137.37%+156.0pp | 373.84%-355.2pp |
| Employer contribution / active EE | $2,492 | $5,292-52.9% | $4,322-42.3% | $4,755-47.6% |
| Participant deferral / active EE | $1,926 | $6,709-71.3% | $5,821-66.9% | $6,713-71.3% |
| Admin fee / account holder | $3,038 | $13,988-78.3% | $10,601-71.3% | $11,407-73.4% |