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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 | $110,537 | $132,634-16.7% | $115,768-4.5% | $137,256-19.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 9.55% | 160.70%-151.1pp | 100.46%-90.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,173 | $3,360-65.1% | $2,940-60.1% | $4,156-71.8% |
| Participant deferral / active EE | $1,344 | $5,619-76.1% | $4,917-72.7% | $6,407-79.0% |
| Admin fee / account holder | $465 | $15,028-96.9% | $12,439-96.3% | $12,270-96.2% |