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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 | $189,158 | $254,759-25.8% | $216,567-12.7% | $198,609-4.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 81.6%+0.2pp | 82.4%-0.6pp |
| Annual return | 13.44% | 10.04%+3.4pp | 12.94%+0.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,454 | $6,096-76.2% | $5,216-72.1% | $5,055-71.2% |
| Participant deferral / active EE | $2,470 | $6,948-64.5% | $6,191-60.1% | $6,977-64.6% |
| Admin fee / account holder | $2,788 | $26,311-89.4% | $21,981-87.3% | $19,030-85.4% |