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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 | $67,112 | $162,136-58.6% | $152,301-55.9% | $154,746-56.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.41% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $5,003 | $4,890+2.3% | $4,624+8.2% | $4,379+14.3% |
| Participant deferral / active EE | $1,029 | $8,341-87.7% | $8,004-87.1% | $6,730-84.7% |
| Admin fee / account holder | $1,098 | $15,759-93.0% | $14,398-92.4% | $14,365-92.4% |