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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 | $55,539 | $181,062-69.3% | $158,223-64.9% | $155,188-64.2% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 16.33% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $5,170 | $4,565+13.3% | $4,109+25.8% | $4,248+21.7% |
| Participant deferral / active EE | $1,894 | $6,134-69.1% | $5,467-65.4% | $6,531-71.0% |
| Admin fee / account holder | $2,289 | $18,825-87.8% | $16,047-85.7% | $14,480-84.2% |