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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 | $156,398-44.4% | $147,318-41.0% | $138,895-37.4% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 18.80% | 78.75%-60.0pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,547 | $4,853+34.9% | $4,593+42.5% | $4,194+56.1% |
| Participant deferral / active EE | $1,988 | $8,237-75.9% | $7,906-74.9% | $6,396-68.9% |
| Admin fee / account holder | $1,151 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |