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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 | $61,308 | $88,672-30.9% | $105,223-41.7% | $82,448-25.6% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $816 | $3,048-73.2% | $3,689-77.9% | $2,551-68.0% |
| Participant deferral / active EE | $1,673 | $4,036-58.5% | $5,072-67.0% | $4,139-59.6% |
| Admin fee / account holder | $6,129 | $7,146-14.2% | $8,859-30.8% | $7,234-15.3% |