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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 | $130,800 | $100,970+29.5% | $96,576+35.4% | $137,256-4.7% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 16.53% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,965 | $3,809-22.2% | $3,553-16.6% | $4,156-28.7% |
| Participant deferral / active EE | $1,203 | $8,286-85.5% | $7,956-84.9% | $6,407-81.2% |
| Admin fee / account holder | $1,250 | $11,312-88.9% | $11,381-89.0% | $12,270-89.8% |