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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 | $99,372 | $196,972-49.6% | $182,262-45.5% | $198,609-50.0% |
| Participation rate | 95.5% | 85.7%+9.8pp | 84.2%+11.2pp | 82.4%+13.1pp |
| Annual return | 14.70% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,746 | $5,364-67.4% | $5,046-65.4% | $5,055-65.5% |
| Participant deferral / active EE | $3,677 | $8,643-57.5% | $8,276-55.6% | $6,977-47.3% |
| Admin fee / account holder | $8,417 | $18,429-54.3% | $16,712-49.6% | $19,030-55.8% |