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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 | $114,542 | $154,228-25.7% | $145,433-21.2% | $137,256-16.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 13.26% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,234 | $4,804-53.5% | $4,554-51.0% | $4,156-46.3% |
| Participant deferral / active EE | $1,889 | $8,216-77.0% | $7,897-76.1% | $6,407-70.5% |
| Admin fee / account holder | $5,154 | $14,344-64.1% | $13,129-60.7% | $12,270-58.0% |