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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 | $56,458 | $185,312-69.5% | $161,489-65.0% | $154,746-63.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 12.28% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,872 | $4,769-39.8% | $4,268-32.7% | $4,379-34.4% |
| Participant deferral / active EE | $1,790 | $6,350-71.8% | $5,630-68.2% | $6,730-73.4% |
| Admin fee / account holder | $8,105 | $18,654-56.6% | $16,006-49.4% | $14,365-43.6% |