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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 | $197,637-35.6% | $177,848-28.4% | $158,982-19.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.60% | 58.77%-51.2pp | 48.33%-40.7pp | 302.99%-295.4pp |
| Employer contribution / active EE | $5,513 | $6,698-17.7% | $5,919-6.9% | $4,763+15.7% |
| Participant deferral / active EE | $1,944 | $8,405-76.9% | $7,714-74.8% | $5,983-67.5% |
| Admin fee / account holder | $14,795 | $15,406-4.0% | $12,431+19.0% | $11,252+31.5% |