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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 | $212,386-35.4% | $199,883-31.4% | $138,895-1.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 12.60% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $5,157 | $6,625-22.2% | $6,261-17.6% | $4,194+22.9% |
| Participant deferral / active EE | $1,710 | $9,617-82.2% | $9,138-81.3% | $6,396-73.3% |
| Admin fee / account holder | $2,191 | $18,233-88.0% | $17,268-87.3% | $12,562-82.6% |