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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 | $106,880 | $148,623-28.1% | $135,974-21.4% | $139,466-23.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.27% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,197 | $5,246-77.2% | $4,859-75.4% | $4,754-74.8% |
| Participant deferral / active EE | $1,812 | $8,103-77.6% | $7,760-76.6% | $6,712-73.0% |
| Admin fee / account holder | $12,405 | $12,4060% | $10,767+15.2% | $11,409+8.7% |