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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 | $40,742 | $178,174-77.1% | $156,181-73.9% | $137,256-70.3% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 12.38% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,376 | $4,972-52.2% | $4,294-44.7% | $4,156-42.8% |
| Participant deferral / active EE | $1,747 | $6,888-74.6% | $6,132-71.5% | $6,407-72.7% |
| Admin fee / account holder | $22,035 | $17,404+26.6% | $14,586+51.1% | $12,270+79.6% |