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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 | $130,058 | $156,398-16.8% | $147,318-11.7% | $138,895-6.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.13% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,069 | $4,853-78.0% | $4,593-76.7% | $4,194-74.5% |
| Participant deferral / active EE | $1,840 | $8,237-77.7% | $7,906-76.7% | $6,396-71.2% |
| Admin fee / account holder | $2,450 | $14,976-83.6% | $13,708-82.1% | $12,562-80.5% |