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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 | $58,509 | $227,291-74.3% | $214,702-72.7% | $155,188-62.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.65% | 60.08%-47.4pp | 54.55%-41.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $3,203 | $6,772-52.7% | $6,461-50.4% | $4,248-24.6% |
| Participant deferral / active EE | $1,929 | $9,582-79.9% | $9,147-78.9% | $6,531-70.5% |
| Admin fee / account holder | $12,630 | $20,413-38.1% | $19,830-36.3% | $14,480-12.8% |