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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 | $120,997 | $148,623-18.6% | $135,974-11.0% | $139,466-13.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.80% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,657 | $5,246-68.4% | $4,859-65.9% | $4,754-65.2% |
| Participant deferral / active EE | $1,882 | $8,103-76.8% | $7,760-75.8% | $6,712-72.0% |
| Admin fee / account holder | $5,427 | $12,406-56.3% | $10,767-49.6% | $11,409-52.4% |