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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 | $48,553 | $183,516-73.5% | $155,534-68.8% | $145,884-66.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.81% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,874 | $5,315-45.9% | $4,675-38.5% | $4,662-38.3% |
| Participant deferral / active EE | $1,595 | $6,467-75.3% | $5,630-71.7% | $6,690-76.2% |
| Admin fee / account holder | $1,602 | $19,293-91.7% | $15,900-89.9% | $13,392-88.0% |