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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 | $108,912-25.0% | $100,383-18.7% | $145,959-44.1% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 31.04% | 57.96%-26.9pp | 49.26%-18.2pp | 561.95%-530.9pp |
| Employer contribution / active EE | $2,380 | $4,423-46.2% | $3,944-39.6% | $4,661-48.9% |
| Participant deferral / active EE | $1,384 | $8,451-83.6% | $8,086-82.9% | $6,689-79.3% |
| Admin fee / account holder | $1,462 | $9,690-84.9% | $7,900-81.5% | $13,398-89.1% |