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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 | $201,372-26.8% | $184,260-20.0% | $145,884+1.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.45% | 29.04%-14.6pp | 28.84%-14.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $3,579 | $7,024-49.0% | $6,427-44.3% | $4,662-23.2% |
| Participant deferral / active EE | $1,200 | $9,808-87.8% | $9,133-86.9% | $6,690-82.1% |
| Admin fee / account holder | $14,286 | $16,362-12.7% | $13,898+2.8% | $13,392+6.7% |