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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 | $136,051 | $185,312-26.6% | $161,489-15.8% | $154,746-12.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.24% | 103.84%-80.6pp | 89.72%-66.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,125 | $4,769-76.4% | $4,268-73.6% | $4,379-74.3% |
| Participant deferral / active EE | $1,565 | $6,350-75.4% | $5,630-72.2% | $6,730-76.7% |
| Admin fee / account holder | $702 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |