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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 | $162,136-44.1% | $152,301-40.5% | $154,746-41.5% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 16.02% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,392 | $4,890-71.5% | $4,624-69.9% | $4,379-68.2% |
| Participant deferral / active EE | $1,517 | $8,341-81.8% | $8,004-81.0% | $6,730-77.5% |
| Admin fee / account holder | $1,489 | $15,759-90.6% | $14,398-89.7% | $14,365-89.6% |