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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 | $84,943 | $209,336-59.4% | $197,124-56.9% | $137,256-38.1% |
| Participation rate | 81.0% | 87.3%-6.4pp | 86.7%-5.8pp | 80.0%+1.0pp |
| Annual return | 15.14% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,810 | $6,591-42.2% | $6,227-38.8% | $4,156-8.3% |
| Participant deferral / active EE | $2,118 | $9,614-78.0% | $9,135-76.8% | $6,407-66.9% |
| Admin fee / account holder | $1,837 | $17,308-89.4% | $16,298-88.7% | $12,270-85.0% |