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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 | $125,581 | $167,415-25.0% | $140,514-10.6% | $198,609-36.8% |
| Participation rate | 94.1% | 80.9%+13.2pp | 77.8%+16.3pp | 82.4%+11.7pp |
| Annual return | 5.82% | 13.85%-8.0pp | 14.36%-8.5pp | 202.70%-196.9pp |
| Employer contribution / active EE | $1,765 | $4,088-56.8% | $3,378-47.8% | $5,055-65.1% |
| Participant deferral / active EE | $1,495 | $5,579-73.2% | $4,919-69.6% | $6,977-78.6% |
| Admin fee / account holder | $9,980 | $16,730-40.3% | $13,697-27.1% | $19,030-47.6% |