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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 | $114,119-63.7% | $107,187-61.4% | $138,895-70.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 16.91% | 273.21%-256.3pp | 204.55%-187.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,170 | $4,059-71.2% | $3,782-69.1% | $4,194-72.1% |
| Participant deferral / active EE | $661 | $5,538-88.1% | $5,096-87.0% | $6,396-89.7% |
| Admin fee / account holder | $2,151 | $10,024-78.5% | $9,162-76.5% | $12,562-82.9% |