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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 | $120,615 | $185,312-34.9% | $161,489-25.3% | $154,746-22.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.17% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,498 | $4,769-68.6% | $4,268-64.9% | $4,379-65.8% |
| Participant deferral / active EE | $1,820 | $6,350-71.3% | $5,630-67.7% | $6,730-73.0% |
| Admin fee / account holder | $4,062 | $18,654-78.2% | $16,006-74.6% | $14,365-71.7% |