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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 | $179,846 | $103,387+74.0% | $87,102+106.5% | $152,885+17.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 20.33% | 28.10%-7.8pp | 28.19%-7.9pp | 345.39%-325.1pp |
| Employer contribution / active EE | $994 | $3,221-69.1% | $2,521-60.6% | $4,763-79.1% |
| Participant deferral / active EE | $1,026 | $4,778-78.5% | $4,048-74.7% | $5,851-82.5% |
| Admin fee / account holder | $5,494 | $12,193-54.9% | $7,491-26.7% | $11,598-52.6% |