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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 | $156,064 | $185,312-15.8% | $161,489-3.4% | $154,746+0.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.59% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,556 | $4,769-67.4% | $4,268-63.6% | $4,379-64.5% |
| Participant deferral / active EE | $765 | $6,350-88.0% | $5,630-86.4% | $6,730-88.6% |
| Admin fee / account holder | $3,527 | $18,654-81.1% | $16,006-78.0% | $14,365-75.4% |