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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 | $30,611 | $165,361-81.5% | $149,715-79.6% | $158,950-80.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 10.87% | 348.24%-337.4pp | 276.66%-265.8pp | 302.91%-292.0pp |
| Employer contribution / active EE | $1,495 | $5,103-70.7% | $4,645-67.8% | $4,762-68.6% |
| Participant deferral / active EE | $1,675 | $7,182-76.7% | $6,842-75.5% | $5,983-72.0% |
| Admin fee / account holder | $1,533 | $10,808-85.8% | $9,310-83.5% | $11,248-86.4% |