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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 | $153,625 | $201,370-23.7% | $184,256-16.6% | $145,897+5.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 10.07% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,462 | $7,024-64.9% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $2,804 | $9,808-71.4% | $9,133-69.3% | $6,689-58.1% |
| Admin fee / account holder | $8,512 | $16,364-48.0% | $13,899-38.8% | $13,390-36.4% |