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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 | $185,353 | $124,425+49.0% | $112,040+65.4% | $137,256+35.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 11.91% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $10,000 | $3,411+193.1% | $2,954+238.5% | $4,156+140.6% |
| Participant deferral / active EE | $1,325 | $5,718-76.8% | $5,098-74.0% | $6,407-79.3% |
| Admin fee / account holder | $606 | $15,207-96.0% | $12,098-95.0% | $12,270-95.1% |