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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 | $40,985 | $102,938-60.2% | $94,105-56.4% | $138,895-70.5% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 20.07% | 250.28%-230.2pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,201 | $2,732-56.1% | $2,504-52.1% | $4,194-71.4% |
| Participant deferral / active EE | $414 | $4,196-90.1% | $3,881-89.3% | $6,396-93.5% |
| Admin fee / account holder | $9,352 | $6,600+41.7% | $6,199+50.9% | $12,562-25.6% |