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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 | $46,424 | $167,533-72.3% | $151,645-69.4% | $134,545-65.5% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -15.12% | 7.81%-22.9pp | 3.34%-18.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,285 | $6,828-66.5% | $6,165-62.9% | $4,742-51.8% |
| Participant deferral / active EE | $2,039 | $8,985-77.3% | $8,363-75.6% | $6,401-68.1% |
| Admin fee / account holder | $1,628 | $13,781-88.2% | $11,614-86.0% | $11,431-85.8% |