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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 | $150,703 | $209,336-28.0% | $197,124-23.5% | $137,256+9.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 20.14% | 48.09%-28.0pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $7,614 | $6,591+15.5% | $6,227+22.3% | $4,156+83.2% |
| Participant deferral / active EE | $104 | $9,614-98.9% | $9,135-98.9% | $6,407-98.4% |
| Admin fee / account holder | $3,556 | $17,308-79.5% | $16,298-78.2% | $12,270-71.0% |