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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 | $92,632 | $93,346-0.8% | $71,796+29.0% | $273,972-66.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 3.30% | 130.39%-127.1pp | 78.04%-74.7pp | 41.46%-38.2pp |
| Employer contribution / active EE | $580 | $2,733-78.8% | $1,924-69.8% | $4,869-88.1% |
| Participant deferral / active EE | -$4,342 | $3,475-224.9% | $2,794-255.4% | $5,287-182.1% |
| Admin fee / account holder | $3,708 | $6,571-43.6% | $4,815-23.0% | $10,133-63.4% |