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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 | $68,769 | $165,361-58.4% | $149,715-54.1% | $158,950-56.7% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 15.28% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $954 | $5,103-81.3% | $4,645-79.5% | $4,762-80.0% |
| Participant deferral / active EE | $1,714 | $7,182-76.1% | $6,842-75.0% | $5,983-71.4% |
| Admin fee / account holder | $2,916 | $10,808-73.0% | $9,310-68.7% | $11,248-74.1% |