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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 | $81,640 | $108,911-25.0% | $100,392-18.7% | $145,884-44.0% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 31.04% | 58.23%-27.2pp | 49.45%-18.4pp | 551.85%-520.8pp |
| Employer contribution / active EE | $2,380 | $4,420-46.2% | $3,941-39.6% | $4,662-49.0% |
| Participant deferral / active EE | $1,384 | $8,459-83.6% | $8,090-82.9% | $6,690-79.3% |
| Admin fee / account holder | $1,462 | $9,698-84.9% | $7,904-81.5% | $13,392-89.1% |