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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 | $93,085 | $157,829-41.0% | $136,867-32.0% | $198,609-53.1% |
| Participation rate | 84.6% | 77.2%+7.4pp | 74.5%+10.1pp | 82.4%+2.2pp |
| Annual return | 9.73% | 51.25%-41.5pp | 42.97%-33.2pp | 202.70%-193.0pp |
| Employer contribution / active EE | $773 | $3,923-80.3% | $3,547-78.2% | $5,055-84.7% |
| Participant deferral / active EE | $1,759 | $5,463-67.8% | $4,924-64.3% | $6,977-74.8% |
| Admin fee / account holder | $1,763 | $11,107-84.1% | $10,340-82.9% | $19,030-90.7% |