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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 | $154,228-38.3% | $145,433-34.6% | $137,256-30.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $13,952 | $4,804+190.4% | $4,554+206.3% | $4,156+235.7% |
| Participant deferral / active EE | $1,710 | $8,216-79.2% | $7,897-78.4% | $6,407-73.3% |
| Admin fee / account holder | $6,957 | $14,344-51.5% | $13,129-47.0% | $12,270-43.3% |