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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 | $158,343 | $107,666+47.1% | $102,184+55.0% | $154,746+2.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.08% | 29.33%-16.2pp | 31.58%-18.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,194 | $3,846-69.0% | $3,594-66.8% | $4,379-72.7% |
| Participant deferral / active EE | $1,368 | $8,719-84.3% | $8,309-83.5% | $6,730-79.7% |
| Admin fee / account holder | $19,470 | $12,943+50.4% | $11,609+67.7% | $14,365+35.5% |