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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 | $48,645 | $172,111-71.7% | $150,298-67.6% | $137,256-64.6% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 15.08% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,381 | $4,636-5.5% | $4,154+5.5% | $4,156+5.4% |
| Participant deferral / active EE | $1,271 | $6,166-79.4% | $5,453-76.7% | $6,407-80.2% |
| Admin fee / account holder | $371 | $16,471-97.7% | $14,116-97.4% | $12,270-97.0% |