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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 | $136,005 | $154,228-11.8% | $145,433-6.5% | $137,256-0.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.98% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,630 | $4,804-66.1% | $4,554-64.2% | $4,156-60.8% |
| Participant deferral / active EE | $1,437 | $8,216-82.5% | $7,897-81.8% | $6,407-77.6% |
| Admin fee / account holder | $8,274 | $14,344-42.3% | $13,129-37.0% | $12,270-32.6% |