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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 | $130,405 | $174,379-25.2% | $152,093-14.3% | $138,895-6.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.05% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,167 | $4,652-10.4% | $4,175-0.2% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,983 | $16,880-64.6% | $14,497-58.7% | $12,562-52.4% |