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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 | $62,205 | $196,972-68.4% | $182,262-65.9% | $198,609-68.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.86% | 158.27%-148.4pp | 140.60%-130.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $3,085 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $1,870 | $8,643-78.4% | $8,276-77.4% | $6,977-73.2% |
| Admin fee / account holder | $8,859 | $18,429-51.9% | $16,712-47.0% | $19,030-53.4% |