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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 | $87,849 | $196,972-55.4% | $182,262-51.8% | $198,609-55.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.26% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,805 | $5,364-66.4% | $5,046-64.2% | $5,055-64.3% |
| Participant deferral / active EE | $3,163 | $8,643-63.4% | $8,276-61.8% | $6,977-54.7% |
| Admin fee / account holder | $1,430 | $18,429-92.2% | $16,712-91.4% | $19,030-92.5% |