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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 | $154,228-35.7% | $145,433-31.8% | $137,256-27.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.02% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,387 | $4,804-71.1% | $4,554-69.6% | $4,156-66.6% |
| Participant deferral / active EE | $1,915 | $8,216-76.7% | $7,897-75.7% | $6,407-70.1% |
| Admin fee / account holder | $9,398 | $14,344-34.5% | $13,129-28.4% | $12,270-23.4% |