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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 | $109,584 | $154,228-28.9% | $145,433-24.6% | $137,256-20.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.38% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $34,456 | $4,804+617.2% | $4,554+656.5% | $4,156+729.1% |
| Participant deferral / active EE | $2,231 | $8,216-72.8% | $7,897-71.8% | $6,407-65.2% |
| Admin fee / account holder | $3,295 | $14,344-77.0% | $13,129-74.9% | $12,270-73.1% |