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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 | $86,848 | $124,425-30.2% | $112,040-22.5% | $137,256-36.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.85% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,222 | $3,411-34.9% | $2,954-24.8% | $4,156-46.5% |
| Participant deferral / active EE | $1,529 | $5,718-73.3% | $5,098-70.0% | $6,407-76.1% |
| Admin fee / account holder | $1,245 | $15,207-91.8% | $12,098-89.7% | $12,270-89.9% |