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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 | $120,505 | $172,111-30.0% | $150,298-19.8% | $137,256-12.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $15,708 | $4,636+238.8% | $4,154+278.1% | $4,156+278.0% |
| Participant deferral / active EE | $603 | $6,166-90.2% | $5,453-88.9% | $6,407-90.6% |
| Admin fee / account holder | $523 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |