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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 | $138,101 | $132,099+4.5% | $115,599+19.5% | $138,895-0.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 12.67% | 176.76%-164.1pp | 111.10%-98.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $5,326 | $3,416+55.9% | $2,955+80.2% | $4,194+27.0% |
| Participant deferral / active EE | $394 | $5,617-93.0% | $4,889-91.9% | $6,396-93.8% |
| Admin fee / account holder | $1,751 | $15,650-88.8% | $12,841-86.4% | $12,562-86.1% |