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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 | $121,937 | $105,198+15.9% | $159,455-23.5% | $85,856+42.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 14.02% | 45.08%-31.1pp | 263.63%-249.6pp | 318.58%-304.6pp |
| Employer contribution / active EE | $746 | $3,319-77.5% | $4,830-84.5% | $2,565-70.9% |
| Participant deferral / active EE | $1,382 | $5,946-76.8% | $7,353-81.2% | $3,952-65.0% |
| Admin fee / account holder | $2,070 | $6,934-70.1% | $10,800-80.8% | $6,261-66.9% |