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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 | $55,495 | $148,629-62.7% | $135,982-59.2% | $139,487-60.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 12.61% | 79.33%-66.7pp | 68.32%-55.7pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,770 | $5,247-66.3% | $4,859-63.6% | $4,755-62.8% |
| Participant deferral / active EE | $1,500 | $8,102-81.5% | $7,760-80.7% | $6,713-77.7% |
| Admin fee / account holder | $1,419 | $12,406-88.6% | $10,767-86.8% | $11,407-87.6% |