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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 | $232,752 | $175,259+32.8% | $149,723+55.5% | $139,487+66.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.66% | 166.82%-155.2pp | 134.50%-122.8pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,621 | $5,478-70.4% | $4,821-66.4% | $4,755-65.9% |
| Participant deferral / active EE | $523 | $6,522-92.0% | $5,682-90.8% | $6,713-92.2% |
| Admin fee / account holder | $1,258 | $16,158-92.2% | $13,215-90.5% | $11,407-89.0% |