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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 | $127,297 | $197,594-35.6% | $177,822-28.4% | $158,931-19.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.60% | 58.76%-51.2pp | 48.32%-40.7pp | 302.86%-295.3pp |
| Employer contribution / active EE | $5,513 | $6,697-17.7% | $5,918-6.9% | $4,761+15.8% |
| Participant deferral / active EE | $1,944 | $8,405-76.9% | $7,714-74.8% | $5,982-67.5% |
| Admin fee / account holder | $14,795 | $15,400-3.9% | $12,428+19.0% | $11,247+31.5% |