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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 | $113,120 | $148,623-23.9% | $135,974-16.8% | $139,466-18.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.43% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,805 | $5,246-27.5% | $4,859-21.7% | $4,754-20.0% |
| Participant deferral / active EE | $2,153 | $8,103-73.4% | $7,760-72.3% | $6,712-67.9% |
| Admin fee / account holder | $4,065 | $12,406-67.2% | $10,767-62.2% | $11,409-64.4% |