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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 | $113,737 | $162,136-29.9% | $152,301-25.3% | $154,746-26.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.56% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $10,145 | $4,890+107.4% | $4,624+119.4% | $4,379+131.7% |
| Participant deferral / active EE | $2,271 | $8,341-72.8% | $8,004-71.6% | $6,730-66.3% |
| Admin fee / account holder | $10,543 | $15,759-33.1% | $14,398-26.8% | $14,365-26.6% |