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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 | $79,018 | $127,387-38.0% | $115,038-31.3% | $125,389-37.0% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | 32.04% | 31.28%+0.8pp | 26.14%+5.9pp | 282.24%-250.2pp |
| Employer contribution / active EE | $5,365 | $5,166+3.9% | $4,608+16.4% | $4,866+10.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,951 | $9,516-58.5% | $8,175-51.7% | $9,541-58.6% |