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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 | $124,717 | $157,296-20.7% | $141,191-11.7% | $152,897-18.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.06% | 64.34%-48.3pp | 71.41%-55.3pp | 345.43%-329.4pp |
| Employer contribution / active EE | $4,400 | $5,262-16.4% | $4,736-7.1% | $4,764-7.6% |
| Participant deferral / active EE | $1,969 | $7,111-72.3% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $1,213 | $12,125-90.0% | $10,264-88.2% | $11,599-89.5% |