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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 | $74,317 | $165,399-55.1% | $149,745-50.4% | $158,982-53.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 12.49% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $16,728 | $5,105+227.7% | $4,646+260.1% | $4,763+251.2% |
| Participant deferral / active EE | $523 | $7,183-92.7% | $6,843-92.4% | $5,983-91.3% |
| Admin fee / account holder | $15,670 | $10,811+44.9% | $9,312+68.3% | $11,252+39.3% |