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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 | $130,167 | $152,619-14.7% | $125,195+4.0% | $152,909-14.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.32% | 54.85%-33.5pp | 43.79%-22.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,297 | $4,947-73.8% | $3,866-66.5% | $4,764-72.8% |
| Participant deferral / active EE | $1,452 | $5,869-75.3% | $4,937-70.6% | $5,851-75.2% |
| Admin fee / account holder | $1,159 | $13,437-91.4% | $9,704-88.1% | $11,601-90.0% |