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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 | $223,823-38.7% | $211,142-35.0% | $154,746-11.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 12.60% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,157 | $6,787-24.0% | $6,442-20.0% | $4,379+17.8% |
| Participant deferral / active EE | $1,710 | $9,750-82.5% | $9,284-81.6% | $6,730-74.6% |
| Admin fee / account holder | $2,191 | $19,707-88.9% | $19,076-88.5% | $14,365-84.7% |