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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 | $92,134 | $135,645-32.1% | $110,243-16.4% | $135,379-31.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 21.12% | 513.24%-492.1pp | 314.76%-293.6pp | 519.79%-498.7pp |
| Employer contribution / active EE | $4,736 | $4,907-3.5% | $3,827+23.8% | $4,779-0.9% |
| Participant deferral / active EE | $784 | $5,507-85.8% | $4,672-83.2% | $5,609-86.0% |
| Admin fee / account holder | $1,577 | $11,458-86.2% | $8,548-81.5% | $10,828-85.4% |