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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 | $46,132 | $175,259-73.7% | $149,723-69.2% | $139,487-66.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.18% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $5,998 | $5,478+9.5% | $4,821+24.4% | $4,755+26.1% |
| Participant deferral / active EE | $1,728 | $6,522-73.5% | $5,682-69.6% | $6,713-74.3% |
| Admin fee / account holder | $1,480 | $16,158-90.8% | $13,215-88.8% | $11,407-87.0% |