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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 | $94,113 | $154,228-39.0% | $145,433-35.3% | $137,256-31.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.35% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,122 | $4,804-76.6% | $4,554-75.4% | $4,156-73.0% |
| Participant deferral / active EE | $1,403 | $8,216-82.9% | $7,897-82.2% | $6,407-78.1% |
| Admin fee / account holder | $17,035 | $14,344+18.8% | $13,129+29.7% | $12,270+38.8% |