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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 | $93,270 | $129,737-28.1% | $119,126-21.7% | $154,746-39.7% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 13.04% | 379.08%-366.0pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,146 | $4,375-50.9% | $4,034-46.8% | $4,379-51.0% |
| Participant deferral / active EE | $1,178 | $5,842-79.8% | $5,318-77.8% | $6,730-82.5% |
| Admin fee / account holder | $2,273 | $11,961-81.0% | $10,693-78.7% | $14,365-84.2% |