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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 | $85,474 | $184,000-53.5% | $162,185-47.3% | $152,909-44.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 19.53% | 150.80%-131.3pp | 115.61%-96.1pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,434 | $6,370-77.5% | $5,613-74.5% | $4,764-69.9% |
| Participant deferral / active EE | $2,520 | $8,033-68.6% | $7,297-65.5% | $5,851-56.9% |
| Admin fee / account holder | $4,078 | $13,124-68.9% | $10,844-62.4% | $11,601-64.9% |