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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 | $120,409 | $126,661-4.9% | $113,397+6.2% | $138,895-13.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 17.61% | 25.05%-7.4pp | 23.20%-5.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,938 | $3,456-43.9% | $2,977-34.9% | $4,194-53.8% |
| Participant deferral / active EE | $1,646 | $5,693-71.1% | $5,076-67.6% | $6,396-74.3% |
| Admin fee / account holder | $1,379 | $14,549-90.5% | $11,957-88.5% | $12,562-89.0% |