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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 | $148,850 | $111,535+33.5% | $105,223+41.5% | $137,256+8.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 24.55% | 237.85%-213.3pp | 180.65%-156.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $8,921 | $3,939+126.4% | $3,689+141.8% | $4,156+114.6% |
| Participant deferral / active EE | $1,364 | $5,500-75.2% | $5,072-73.1% | $6,407-78.7% |
| Admin fee / account holder | $4,558 | $9,721-53.1% | $8,859-48.5% | $12,270-62.9% |