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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 | $152,670 | $178,174-14.3% | $156,181-2.2% | $137,256+11.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 18.77% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,782 | $4,972-3.8% | $4,294+11.4% | $4,156+15.1% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,439 | $17,404-91.7% | $14,586-90.1% | $12,270-88.3% |