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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 | $100,436 | $129,737-22.6% | $119,126-15.7% | $154,746-35.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.55% | 379.08%-366.5pp | 282.11%-269.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $5,114 | $4,375+16.9% | $4,034+26.8% | $4,379+16.8% |
| Participant deferral / active EE | $1,705 | $5,842-70.8% | $5,318-67.9% | $6,730-74.7% |
| Admin fee / account holder | $832 | $11,961-93.0% | $10,693-92.2% | $14,365-94.2% |