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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 | $41,413 | $111,535-62.9% | $105,223-60.6% | $137,256-69.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.91% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,170 | $3,939-70.3% | $3,689-68.3% | $4,156-71.8% |
| Participant deferral / active EE | $661 | $5,500-88.0% | $5,072-87.0% | $6,407-89.7% |
| Admin fee / account holder | $2,151 | $9,721-77.9% | $8,859-75.7% | $12,270-82.5% |