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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 | $127,905 | $156,616-18.3% | $133,346-4.1% | $198,609-35.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 24.21% | 44.25%-20.0pp | 36.85%-12.6pp | 202.70%-178.5pp |
| Employer contribution / active EE | $847 | $3,368-74.9% | $2,853-70.3% | $5,055-83.3% |
| Participant deferral / active EE | $1,391 | $4,920-71.7% | $4,332-67.9% | $6,977-80.1% |
| Admin fee / account holder | $3,185 | $17,468-81.8% | $14,264-77.7% | $19,030-83.3% |