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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 | $110,537 | $139,948-21.0% | $121,663-9.1% | $154,746-28.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.5%+15.5pp | 80.7%+9.3pp |
| Annual return | 9.55% | 230.52%-221.0pp | 147.54%-138.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,173 | $3,521-66.7% | $3,020-61.2% | $4,379-73.2% |
| Participant deferral / active EE | $1,344 | $5,629-76.1% | $4,887-72.5% | $6,730-80.0% |
| Admin fee / account holder | $465 | $17,321-97.3% | $14,289-96.7% | $14,365-96.8% |