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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 | $76,687 | $154,228-50.3% | $145,433-47.3% | $137,256-44.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $11,491 | $4,804+139.2% | $4,554+152.3% | $4,156+176.5% |
| Participant deferral / active EE | $1,473 | $8,216-82.1% | $7,897-81.4% | $6,407-77.0% |
| Admin fee / account holder | $5,828 | $14,344-59.4% | $13,129-55.6% | $12,270-52.5% |