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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 | $137,673 | $183,539-25.0% | $155,556-11.5% | $145,897-5.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 14.36% | 61.31%-46.9pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,053 | $5,315-80.2% | $4,675-77.5% | $4,663-77.4% |
| Participant deferral / active EE | $1,083 | $6,467-83.3% | $5,631-80.8% | $6,689-83.8% |
| Admin fee / account holder | $8,277 | $19,275-57.1% | $15,885-47.9% | $13,390-38.2% |