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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 | $159,041 | $175,257-9.3% | $149,717+6.2% | $139,456+14.0% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 12.55% | 166.70%-154.2pp | 134.41%-121.9pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,094 | $5,477-80.0% | $4,820-77.3% | $4,753-77.0% |
| Participant deferral / active EE | $1,861 | $6,521-71.5% | $5,682-67.2% | $6,711-72.3% |
| Admin fee / account holder | $17,235 | $16,156+6.7% | $13,213+30.4% | $11,407+51.1% |