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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 | $81,321 | $223,823-63.7% | $211,142-61.5% | $154,746-47.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 16.87% | 50.39%-33.5pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $7,248 | $6,787+6.8% | $6,442+12.5% | $4,379+65.5% |
| Participant deferral / active EE | $2,327 | $9,750-76.1% | $9,284-74.9% | $6,730-65.4% |
| Admin fee / account holder | $2,254 | $19,707-88.6% | $19,076-88.2% | $14,365-84.3% |