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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 | $133,302 | $275,752-51.7% | $256,809-48.1% | $198,609-32.9% |
| Participation rate | 92.3% | 89.2%+3.1pp | 88.5%+3.8pp | 82.4%+9.9pp |
| Annual return | 7.39% | 34.81%-27.4pp | 32.73%-25.3pp | 202.70%-195.3pp |
| Employer contribution / active EE | $3,806 | $7,721-50.7% | $7,263-47.6% | $5,055-24.7% |
| Participant deferral / active EE | $3,102 | $10,037-69.1% | $9,520-67.4% | $6,977-55.5% |
| Admin fee / account holder | $1,179 | $25,716-95.4% | $25,146-95.3% | $19,030-93.8% |