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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 | $83,081 | $154,228-46.1% | $145,433-42.9% | $137,256-39.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.45% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,098 | $4,804-77.1% | $4,554-75.9% | $4,156-73.6% |
| Participant deferral / active EE | $2,086 | $8,216-74.6% | $7,897-73.6% | $6,407-67.4% |
| Admin fee / account holder | $2,180 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |