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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 | $149,797 | $154,228-2.9% | $145,433+3.0% | $137,256+9.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,584 | $4,804-67.0% | $4,554-65.2% | $4,156-61.9% |
| Participant deferral / active EE | $1,689 | $8,216-79.4% | $7,897-78.6% | $6,407-73.6% |
| Admin fee / account holder | $1,079 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |