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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 | $161,640 | $185,312-12.8% | $161,489+0.1% | $154,746+4.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 10.21% | 103.84%-93.6pp | 89.72%-79.5pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,501 | $4,769-68.5% | $4,268-64.8% | $4,379-65.7% |
| Participant deferral / active EE | $1,472 | $6,350-76.8% | $5,630-73.9% | $6,730-78.1% |
| Admin fee / account holder | $17,770 | $18,654-4.7% | $16,006+11.0% | $14,365+23.7% |