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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 | $114,735 | $182,442-37.1% | $163,379-29.8% | $138,895-17.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.76% | 72.74%-57.0pp | 63.41%-47.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,729 | $4,159-58.4% | $3,752-53.9% | $4,194-58.8% |
| Participant deferral / active EE | $1,034 | $6,817-84.8% | $6,282-83.5% | $6,396-83.8% |
| Admin fee / account holder | $5,818 | $10,396-44.0% | $9,818-40.7% | $12,562-53.7% |