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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 | $113,575 | $228,352-50.3% | $185,827-38.9% | $158,950-28.5% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 20.78% | 40.81%-20.0pp | 35.96%-15.2pp | 302.91%-282.1pp |
| Employer contribution / active EE | $8,087 | $4,967+62.8% | $4,087+97.9% | $4,762+69.8% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $829 | $11,867-93.0% | $9,502-91.3% | $11,248-92.6% |