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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 | $129,521 | $181,062-28.5% | $158,223-18.1% | $155,188-16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.86% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,646 | $4,565-63.9% | $4,109-59.9% | $4,248-61.3% |
| Participant deferral / active EE | $1,558 | $6,134-74.6% | $5,467-71.5% | $6,531-76.1% |
| Admin fee / account holder | $2,143 | $18,825-88.6% | $16,047-86.6% | $14,480-85.2% |