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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 | $45,483 | $181,062-74.9% | $158,223-71.3% | $155,188-70.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 9.63% | 57.39%-47.8pp | 52.09%-42.5pp | 148.84%-139.2pp |
| Employer contribution / active EE | $5,948 | $4,565+30.3% | $4,109+44.8% | $4,248+40.0% |
| Participant deferral / active EE | $1,063 | $6,134-82.7% | $5,467-80.6% | $6,531-83.7% |
| Admin fee / account holder | $1,663 | $18,825-91.2% | $16,047-89.6% | $14,480-88.5% |