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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 | $72,035 | $156,398-53.9% | $147,318-51.1% | $138,895-48.1% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 17.51% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,439 | $4,853+32.7% | $4,593+40.2% | $4,194+53.5% |
| Participant deferral / active EE | $801 | $8,237-90.3% | $7,906-89.9% | $6,396-87.5% |
| Admin fee / account holder | $2,225 | $14,976-85.1% | $13,708-83.8% | $12,562-82.3% |