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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 | $248,460 | $181,062+37.2% | $158,223+57.0% | $155,188+60.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 9.40% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $1,537 | $4,565-66.3% | $4,109-62.6% | $4,248-63.8% |
| Participant deferral / active EE | $1,080 | $6,134-82.4% | $5,467-80.2% | $6,531-83.5% |
| Admin fee / account holder | $9,593 | $18,825-49.0% | $16,047-40.2% | $14,480-33.8% |