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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 | $119,747 | $178,174-32.8% | $156,181-23.3% | $137,256-12.8% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 11.78% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $6,920 | $4,972+39.2% | $4,294+61.2% | $4,156+66.5% |
| Participant deferral / active EE | $1,642 | $6,888-76.2% | $6,132-73.2% | $6,407-74.4% |
| Admin fee / account holder | $5,958 | $17,404-65.8% | $14,586-59.2% | $12,270-51.4% |