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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 | $86,916 | $154,228-43.6% | $145,433-40.2% | $137,256-36.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 18.80% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,547 | $4,804+36.3% | $4,554+43.7% | $4,156+57.5% |
| Participant deferral / active EE | $1,988 | $8,216-75.8% | $7,897-74.8% | $6,407-69.0% |
| Admin fee / account holder | $1,151 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |