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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 | $113,945 | $111,814+1.9% | $103,374+10.2% | $145,959-21.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.7pp |
| Employer contribution / active EE | $15,713 | $4,214+272.9% | $3,869+306.1% | $4,661+237.1% |
| Participant deferral / active EE | $919 | $5,618-83.6% | $5,058-81.8% | $6,689-86.3% |
| Admin fee / account holder | $20,900 | $9,754+114.3% | $8,394+149.0% | $13,398+56.0% |