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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 | $134,817-30.8% | $123,973-24.8% | $155,188-39.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 13.04% | 515.49%-502.5pp | 388.13%-375.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,146 | $4,425-51.5% | $4,126-48.0% | $4,248-49.5% |
| Participant deferral / active EE | $1,178 | $5,706-79.4% | $5,247-77.5% | $6,531-82.0% |
| Admin fee / account holder | $2,273 | $13,245-82.8% | $11,799-80.7% | $14,480-84.3% |