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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 | $65,254 | $154,228-57.7% | $145,433-55.1% | $137,256-52.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,333 | $4,804-30.6% | $4,554-26.8% | $4,156-19.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $451 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |