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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 | $103,155 | $181,062-43.0% | $158,223-34.8% | $155,188-33.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 18.71% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,702 | $4,565-40.8% | $4,109-34.2% | $4,248-36.4% |
| Participant deferral / active EE | $1,767 | $6,134-71.2% | $5,467-67.7% | $6,531-72.9% |
| Admin fee / account holder | $1,427 | $18,825-92.4% | $16,047-91.1% | $14,480-90.1% |