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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 | $99,126 | $155,555-36.3% | $146,866-32.5% | $155,188-36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.02% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,387 | $4,647-70.2% | $4,425-68.7% | $4,248-67.4% |
| Participant deferral / active EE | $1,915 | $8,044-76.2% | $7,759-75.3% | $6,531-70.7% |
| Admin fee / account holder | $9,398 | $14,755-36.3% | $13,620-31.0% | $14,480-35.1% |