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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 | $92,224 | $155,555-40.7% | $146,866-37.2% | $155,188-40.6% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.5%-4.2pp | 80.8%-2.5pp |
| Annual return | 10.91% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $9,739 | $4,647+109.6% | $4,425+120.1% | $4,248+129.3% |
| Participant deferral / active EE | $1,145 | $8,044-85.8% | $7,759-85.2% | $6,531-82.5% |
| Admin fee / account holder | $16,659 | $14,755+12.9% | $13,620+22.3% | $14,480+15.1% |