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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 | $88,188 | $175,259-49.7% | $149,723-41.1% | $139,487-36.8% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 12.74% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.1pp |
| Employer contribution / active EE | $1,154 | $5,478-78.9% | $4,821-76.1% | $4,755-75.7% |
| Participant deferral / active EE | $1,144 | $6,522-82.5% | $5,682-79.9% | $6,713-83.0% |
| Admin fee / account holder | $2,877 | $16,158-82.2% | $13,215-78.2% | $11,407-74.8% |