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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 | $51,939 | $181,062-71.3% | $158,223-67.2% | $155,188-66.5% |
| Participation rate | 86.4% | 82.7%+3.7pp | 79.2%+7.2pp | 80.8%+5.6pp |
| Annual return | 14.43% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $5,455 | $4,565+19.5% | $4,109+32.8% | $4,248+28.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,082 | $18,825-88.9% | $16,047-87.0% | $14,480-85.6% |