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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 | $117,126 | $125,190-6.4% | $105,624+10.9% | $145,897-19.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.54% | 225.22%-215.7pp | 116.20%-106.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,112 | $3,720-43.2% | $3,168-33.3% | $4,663-54.7% |
| Participant deferral / active EE | $1,254 | $5,716-78.1% | $5,013-75.0% | $6,689-81.3% |
| Admin fee / account holder | $2,548 | $17,138-85.1% | $10,961-76.8% | $13,390-81.0% |