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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 | $227,291-64.2% | $214,702-62.1% | $155,188-47.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 16.87% | 60.08%-43.2pp | 54.55%-37.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $7,248 | $6,772+7.0% | $6,461+12.2% | $4,248+70.6% |
| Participant deferral / active EE | $2,327 | $9,582-75.7% | $9,147-74.6% | $6,531-64.4% |
| Admin fee / account holder | $2,254 | $20,413-89.0% | $19,830-88.6% | $14,480-84.4% |