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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 | $147,427 | $201,264-26.7% | $184,185-20.0% | $145,978+1.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.45% | 29.00%-14.6pp | 28.81%-14.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $3,579 | $7,021-49.0% | $6,426-44.3% | $4,662-23.2% |
| Participant deferral / active EE | $1,200 | $9,806-87.8% | $9,132-86.9% | $6,690-82.1% |
| Admin fee / account holder | $14,286 | $16,376-12.8% | $13,909+2.7% | $13,400+6.6% |