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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 | $143,236 | $212,777-32.7% | $173,703-17.5% | $198,609-27.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 8.59% | 18.82%-10.2pp | 17.46%-8.9pp | 202.70%-194.1pp |
| Employer contribution / active EE | $3,489 | $5,214-33.1% | $4,288-18.6% | $5,055-31.0% |
| Participant deferral / active EE | $1,137 | $5,697-80.0% | $4,854-76.6% | $6,977-83.7% |
| Admin fee / account holder | $7,570 | $19,536-61.2% | $15,562-51.4% | $19,030-60.2% |