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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 | $130,233 | $177,156-26.5% | $147,027-11.4% | $154,746-15.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 8.55% | 21.94%-13.4pp | 20.23%-11.7pp | 172.34%-163.8pp |
| Employer contribution / active EE | $3,705 | $4,336-14.6% | $3,626+2.2% | $4,379-15.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $27,193 | $14,904+82.5% | $12,223+122.5% | $14,365+89.3% |