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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 | $146,062 | $181,062-19.3% | $158,223-7.7% | $155,188-5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.84% | 57.39%-48.5pp | 52.09%-43.2pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,668 | $4,565-63.5% | $4,109-59.4% | $4,248-60.7% |
| Participant deferral / active EE | $704 | $6,134-88.5% | $5,467-87.1% | $6,531-89.2% |
| Admin fee / account holder | $1,765 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |