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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 | $174,379-72.1% | $152,093-68.0% | $138,895-65.0% |
| Participation rate | 90.5% | 81.6%+8.8pp | 77.8%+12.7pp | 79.9%+10.6pp |
| Annual return | 15.08% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,381 | $4,652-5.8% | $4,175+4.9% | $4,194+4.4% |
| Participant deferral / active EE | $1,271 | $6,159-79.4% | $5,451-76.7% | $6,396-80.1% |
| Admin fee / account holder | $371 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |