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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 | $181,062-33.4% | $158,223-23.8% | $155,188-22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.17% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,498 | $4,565-67.2% | $4,109-63.5% | $4,248-64.7% |
| Participant deferral / active EE | $1,820 | $6,134-70.3% | $5,467-66.7% | $6,531-72.1% |
| Admin fee / account holder | $4,062 | $18,825-78.4% | $16,047-74.7% | $14,480-71.9% |