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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 | $89,685 | $89,367+0.4% | $141,191-36.5% | $72,975+22.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.69% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,402 | $3,115-55.0% | $4,736-70.4% | $2,440-42.5% |
| Participant deferral / active EE | $2,278 | $5,419-58.0% | $6,710-66.0% | $3,608-36.9% |
| Admin fee / account holder | $5,831 | $5,957-2.1% | $10,264-43.2% | $5,124+13.8% |