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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 | $123,425 | $174,379-29.2% | $152,093-18.8% | $138,895-11.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.31% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,843 | $4,652-60.4% | $4,175-55.9% | $4,194-56.1% |
| Participant deferral / active EE | $1,310 | $6,159-78.7% | $5,451-76.0% | $6,396-79.5% |
| Admin fee / account holder | $3,494 | $16,880-79.3% | $14,497-75.9% | $12,562-72.2% |