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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 | $80,160 | $88,672-9.6% | $105,223-23.8% | $82,448-2.8% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 16.10% | 30.86%-14.8pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,420 | $3,048-20.6% | $3,689-34.4% | $2,551-5.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,144 | $7,146-84.0% | $8,859-87.1% | $7,234-84.2% |