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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 | $151,466 | $148,623+1.9% | $135,974+11.4% | $139,466+8.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.16% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,314 | $5,246-55.9% | $4,859-52.4% | $4,754-51.3% |
| Participant deferral / active EE | $2,396 | $8,103-70.4% | $7,760-69.1% | $6,712-64.3% |
| Admin fee / account holder | $760 | $12,406-93.9% | $10,767-92.9% | $11,409-93.3% |