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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 | $75,803 | $148,623-49.0% | $135,974-44.3% | $139,466-45.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.30% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $8,090 | $5,246+54.2% | $4,859+66.5% | $4,754+70.2% |
| Participant deferral / active EE | $614 | $8,103-92.4% | $7,760-92.1% | $6,712-90.9% |
| Admin fee / account holder | $6,260 | $12,406-49.5% | $10,767-41.9% | $11,409-45.1% |