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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 | $170,306 | $176,786-3.7% | $146,643+16.1% | $167,536+1.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 21.21% | 24.04%-2.8pp | 22.75%-1.5pp | 478.82%-457.6pp |
| Employer contribution / active EE | $1,249 | $5,161-75.8% | $4,137-69.8% | $4,839-74.2% |
| Participant deferral / active EE | $188 | $6,440-97.1% | $5,506-96.6% | $6,342-97.0% |
| Admin fee / account holder | $1,823 | $13,262-86.3% | $10,280-82.3% | $12,315-85.2% |