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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 | $76,635 | $196,972-61.1% | $182,262-58.0% | $198,609-61.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 9.95% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $3,167 | $5,364-41.0% | $5,046-37.2% | $5,055-37.4% |
| Participant deferral / active EE | $1,754 | $8,643-79.7% | $8,276-78.8% | $6,977-74.9% |
| Admin fee / account holder | $124,665 | $18,429+576.5% | $16,712+646.0% | $19,030+555.1% |