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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 | $100,968 | $156,398-35.4% | $147,318-31.5% | $138,895-27.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.60% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,648 | $4,853-66.0% | $4,593-64.1% | $4,194-60.7% |
| Participant deferral / active EE | $2,307 | $8,237-72.0% | $7,906-70.8% | $6,396-63.9% |
| Admin fee / account holder | $832 | $14,976-94.4% | $13,708-93.9% | $12,562-93.4% |