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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 | $107,674 | $196,972-45.3% | $182,262-40.9% | $198,609-45.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.27% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,926 | $5,364-64.1% | $5,046-61.8% | $5,055-61.9% |
| Participant deferral / active EE | $2,925 | $8,643-66.2% | $8,276-64.7% | $6,977-58.1% |
| Admin fee / account holder | $803 | $18,429-95.6% | $16,712-95.2% | $19,030-95.8% |