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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 | $92,106 | $160,028-42.4% | $147,080-37.4% | $145,884-36.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.35% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,662 | $5,286-68.6% | $4,933-66.3% | $4,662-64.4% |
| Participant deferral / active EE | $2,490 | $8,422-70.4% | $8,066-69.1% | $6,690-62.8% |
| Admin fee / account holder | $15,137 | $15,030+0.7% | $12,989+16.5% | $13,392+13.0% |