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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 | $127,114 | $165,399-23.1% | $149,745-15.1% | $158,982-20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.57% | 348.34%-329.8pp | 276.72%-258.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,506 | $5,105-50.9% | $4,646-46.1% | $4,763-47.4% |
| Participant deferral / active EE | $2,320 | $7,183-67.7% | $6,843-66.1% | $5,983-61.2% |
| Admin fee / account holder | $880 | $10,811-91.9% | $9,312-90.5% | $11,252-92.2% |