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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 | $128,421 | $148,629-13.6% | $135,982-5.6% | $139,487-7.9% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 36.18% | 79.33%-43.1pp | 68.32%-32.1pp | 373.84%-337.7pp |
| Employer contribution / active EE | $2,424 | $5,247-53.8% | $4,859-50.1% | $4,755-49.0% |
| Participant deferral / active EE | $1,889 | $8,102-76.7% | $7,760-75.7% | $6,713-71.9% |
| Admin fee / account holder | $1,398 | $12,406-88.7% | $10,767-87.0% | $11,407-87.7% |