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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 | $122,008 | $135,956-10.3% | $123,894-1.5% | $273,972-55.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $9,420 | $5,170+82.2% | $4,617+104.0% | $4,869+93.5% |
| Participant deferral / active EE | $1,170 | $6,343-81.6% | $5,984-80.4% | $5,287-77.9% |
| Admin fee / account holder | $4,071 | $9,817-58.5% | $8,357-51.3% | $10,133-59.8% |