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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 | $139,350 | $157,304-11.4% | $141,197-1.3% | $152,909-8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.23% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,997 | $5,263-62.1% | $4,736-57.8% | $4,764-58.1% |
| Participant deferral / active EE | $1,508 | $7,111-78.8% | $6,710-77.5% | $5,851-74.2% |
| Admin fee / account holder | $2,642 | $12,126-78.2% | $10,265-74.3% | $11,601-77.2% |