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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 | $177,595-37.8% | $148,496-25.6% | $198,609-44.3% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 9.55% | 9.97%-0.4pp | 12.33%-2.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $1,173 | $4,098-71.4% | $3,497-66.5% | $5,055-76.8% |
| Participant deferral / active EE | $1,344 | $5,539-75.7% | $4,808-72.1% | $6,977-80.7% |
| Admin fee / account holder | $465 | $27,010-98.3% | $19,547-97.6% | $19,030-97.6% |