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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 | $90,590 | $155,555-41.8% | $146,866-38.3% | $155,188-41.6% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,392 | $4,647-70.0% | $4,425-68.5% | $4,248-67.2% |
| Participant deferral / active EE | $1,517 | $8,044-81.1% | $7,759-80.4% | $6,531-76.8% |
| Admin fee / account holder | $1,489 | $14,755-89.9% | $13,620-89.1% | $14,480-89.7% |