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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 | $119,622 | $227,399-47.4% | $189,758-37.0% | $198,609-39.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 79.8%-6.5pp | 82.4%-9.0pp |
| Annual return | 8.35% | 61.03%-52.7pp | 52.62%-44.3pp | 202.70%-194.3pp |
| Employer contribution / active EE | $3,240 | $5,526-41.4% | $4,767-32.0% | $5,055-35.9% |
| Participant deferral / active EE | $1,322 | $6,837-80.7% | $5,856-77.4% | $6,977-81.0% |
| Admin fee / account holder | $41,626 | $25,162+65.4% | $20,388+104.2% | $19,030+118.7% |