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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 | $110,730 | $140,592-21.2% | $123,106-10.1% | $125,388-11.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 32.17% | 16.80%+15.4pp | 13.22%+18.9pp | 282.24%-250.1pp |
| Employer contribution / active EE | $1,556 | $6,041-74.2% | $5,151-69.8% | $4,866-68.0% |
| Participant deferral / active EE | $1,950 | $6,980-72.1% | $6,229-68.7% | $5,352-63.6% |
| Admin fee / account holder | $20,164 | $11,198+80.1% | $9,015+123.7% | $9,541+111.4% |