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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 | $84,241 | $217,432-61.3% | $185,849-54.7% | $167,536-49.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.63% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $4,833 | $5,875-17.7% | $5,169-6.5% | $4,839-0.1% |
| Participant deferral / active EE | $1,583 | $6,357-75.1% | $5,569-71.6% | $6,342-75.0% |
| Admin fee / account holder | $1,691 | $19,818-91.5% | $16,244-89.6% | $12,315-86.3% |