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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 | $147,180 | $155,555-5.4% | $146,866+0.2% | $155,188-5.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.44% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $5,349 | $4,647+15.1% | $4,425+20.9% | $4,248+25.9% |
| Participant deferral / active EE | $1,948 | $8,044-75.8% | $7,759-74.9% | $6,531-70.2% |
| Admin fee / account holder | $34,146 | $14,755+131.4% | $13,620+150.7% | $14,480+135.8% |