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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 | $127,843 | $157,829-19.0% | $136,867-6.6% | $198,609-35.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.99% | 51.25%-36.3pp | 42.97%-28.0pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,054 | $3,923-73.1% | $3,547-70.3% | $5,055-79.2% |
| Participant deferral / active EE | $1,668 | $5,463-69.5% | $4,924-66.1% | $6,977-76.1% |
| Admin fee / account holder | $2,031 | $11,107-81.7% | $10,340-80.4% | $19,030-89.3% |