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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 | $118,247 | $156,398-24.4% | $147,318-19.7% | $138,895-14.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.08% | 78.75%-51.7pp | 70.43%-43.4pp | 145.39%-118.3pp |
| Employer contribution / active EE | $1,046 | $4,853-78.4% | $4,593-77.2% | $4,194-75.1% |
| Participant deferral / active EE | $2,013 | $8,237-75.6% | $7,906-74.5% | $6,396-68.5% |
| Admin fee / account holder | $709 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |