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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 | $73,992 | $98,776-25.1% | $149,745-50.6% | $79,856-7.3% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 22.82% | 27.38%-4.6pp | 276.72%-253.9pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,826 | $3,217-12.2% | $4,646-39.2% | $2,471+14.3% |
| Participant deferral / active EE | $2,210 | $5,681-61.1% | $6,843-67.7% | $3,741-40.9% |
| Admin fee / account holder | $1,203 | $6,053-80.1% | $9,312-87.1% | $5,306-77.3% |