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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 | $162,136-38.9% | $152,301-34.9% | $154,746-35.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.02% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,387 | $4,890-71.6% | $4,624-70.0% | $4,379-68.3% |
| Participant deferral / active EE | $1,915 | $8,341-77.0% | $8,004-76.1% | $6,730-71.5% |
| Admin fee / account holder | $9,398 | $15,759-40.4% | $14,398-34.7% | $14,365-34.6% |