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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 | $41,653 | $183,627-77.3% | $155,602-73.2% | $145,978-71.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 19.32% | 61.32%-42.0pp | 64.81%-45.5pp | 550.52%-531.2pp |
| Employer contribution / active EE | $3,754 | $5,316-29.4% | $4,675-19.7% | $4,662-19.5% |
| Participant deferral / active EE | $522 | $6,466-91.9% | $5,629-90.7% | $6,690-92.2% |
| Admin fee / account holder | $14,136 | $19,327-26.9% | $15,923-11.2% | $13,400+5.5% |