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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 | $95,175 | $156,398-39.1% | $147,318-35.4% | $138,895-31.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 17.68% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $13,952 | $4,853+187.5% | $4,593+203.8% | $4,194+232.6% |
| Participant deferral / active EE | $1,710 | $8,237-79.2% | $7,906-78.4% | $6,396-73.3% |
| Admin fee / account holder | $6,957 | $14,976-53.5% | $13,708-49.2% | $12,562-44.6% |