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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 | $137,181 | $275,752-50.3% | $256,809-46.6% | $198,609-30.9% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 12.60% | 34.81%-22.2pp | 32.73%-20.1pp | 202.70%-190.1pp |
| Employer contribution / active EE | $5,157 | $7,721-33.2% | $7,263-29.0% | $5,055+2.0% |
| Participant deferral / active EE | $1,710 | $10,037-83.0% | $9,520-82.0% | $6,977-75.5% |
| Admin fee / account holder | $2,191 | $25,716-91.5% | $25,146-91.3% | $19,030-88.5% |