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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 | $83,004 | $157,304-47.2% | $141,197-41.2% | $152,909-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.16% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,735 | $5,263-67.0% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $1,458 | $7,111-79.5% | $6,710-78.3% | $5,851-75.1% |
| Admin fee / account holder | $13,994 | $12,126+15.4% | $10,265+36.3% | $11,601+20.6% |