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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 | $76,767 | $184,014-58.3% | $161,149-52.4% | $138,895-44.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 10.70% | 21.52%-10.8pp | 21.16%-10.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $4,313 | $5,055-14.7% | $4,360-1.1% | $4,194+2.8% |
| Participant deferral / active EE | $1,821 | $6,909-73.6% | $6,153-70.4% | $6,396-71.5% |
| Admin fee / account holder | $24,290 | $18,027+34.7% | $15,194+59.9% | $12,562+93.4% |