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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 | $116,820 | $110,337+5.9% | $102,383+14.1% | $145,877-19.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 17.64% | 24.83%-7.2pp | 24.94%-7.3pp | 551.28%-533.6pp |
| Employer contribution / active EE | $1,490 | $4,216-64.6% | $3,870-61.5% | $4,663-68.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,604 | $9,750-11.7% | $8,391+2.5% | $13,402-35.8% |