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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 | $107,440 | $209,336-48.7% | $197,124-45.5% | $137,256-21.7% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 16.75% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,563 | $6,591-76.3% | $6,227-74.9% | $4,156-62.4% |
| Participant deferral / active EE | $1,843 | $9,614-80.8% | $9,135-79.8% | $6,407-71.2% |
| Admin fee / account holder | $6,149 | $17,308-64.5% | $16,298-62.3% | $12,270-49.9% |