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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 | $86,238 | $154,228-44.1% | $145,433-40.7% | $137,256-37.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.10% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,814 | $4,804-62.2% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $1,416 | $8,216-82.8% | $7,897-82.1% | $6,407-77.9% |
| Admin fee / account holder | $4,542 | $14,344-68.3% | $13,129-65.4% | $12,270-63.0% |