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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 | $150,442 | $148,629+1.2% | $135,982+10.6% | $139,487+7.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.93% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,180 | $5,247-58.5% | $4,859-55.1% | $4,755-54.2% |
| Participant deferral / active EE | $883 | $8,102-89.1% | $7,760-88.6% | $6,713-86.9% |
| Admin fee / account holder | $2,081 | $12,406-83.2% | $10,767-80.7% | $11,407-81.8% |