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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 | $112,598 | $154,228-27.0% | $145,433-22.6% | $137,256-18.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,857 | $4,804-40.5% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $736 | $8,216-91.0% | $7,897-90.7% | $6,407-88.5% |
| Admin fee / account holder | $3,632 | $14,344-74.7% | $13,129-72.3% | $12,270-70.4% |