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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 | $115,060 | $107,363+7.2% | $92,909+23.8% | $152,897-24.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 15.82% | 145.63%-129.8pp | 109.44%-93.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $1,070 | $4,222-74.7% | $3,653-70.7% | $4,764-77.5% |
| Participant deferral / active EE | $1,276 | $4,848-73.7% | $4,238-69.9% | $5,851-78.2% |
| Admin fee / account holder | $1,112 | $7,082-84.3% | $5,795-80.8% | $11,599-90.4% |