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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 | $143,176 | $227,291-37.0% | $214,702-33.3% | $155,188-7.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.76% | 60.08%-41.3pp | 54.55%-35.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,639 | $6,772-46.3% | $6,461-43.7% | $4,248-14.3% |
| Participant deferral / active EE | $1,649 | $9,582-82.8% | $9,147-82.0% | $6,531-74.8% |
| Admin fee / account holder | $3,761 | $20,413-81.6% | $19,830-81.0% | $14,480-74.0% |