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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 | $201,344-23.7% | $184,243-16.6% | $145,877+5.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 10.07% | 29.01%-18.9pp | 28.82%-18.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,462 | $7,022-64.9% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $2,804 | $9,807-71.4% | $9,132-69.3% | $6,691-58.1% |
| Admin fee / account holder | $8,512 | $16,382-48.0% | $13,914-38.8% | $13,402-36.5% |