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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 | $61,499 | $209,336-70.6% | $197,124-68.8% | $137,256-55.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 16.80% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,177 | $6,591-67.0% | $6,227-65.0% | $4,156-47.6% |
| Participant deferral / active EE | $2,656 | $9,614-72.4% | $9,135-70.9% | $6,407-58.6% |
| Admin fee / account holder | $2,460 | $17,308-85.8% | $16,298-84.9% | $12,270-80.0% |