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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 | $66,422 | $183,539-63.8% | $155,556-57.3% | $145,897-54.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.76% | 61.31%-51.5pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,440 | $5,315-35.3% | $4,675-26.4% | $4,663-26.2% |
| Participant deferral / active EE | $489 | $6,467-92.4% | $5,631-91.3% | $6,689-92.7% |
| Admin fee / account holder | $1,187 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |