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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 | $101,865 | $227,399-55.2% | $189,758-46.3% | $198,609-48.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 10.99% | 61.03%-50.0pp | 52.62%-41.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $2,715 | $5,526-50.9% | $4,767-43.0% | $5,055-46.3% |
| Participant deferral / active EE | $2,640 | $6,837-61.4% | $5,856-54.9% | $6,977-62.2% |
| Admin fee / account holder | $9,922 | $25,162-60.6% | $20,388-51.3% | $19,030-47.9% |