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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 | $146,672 | $181,062-19.0% | $158,223-7.3% | $155,188-5.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.53% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,742 | $4,565-61.8% | $4,109-57.6% | $4,248-59.0% |
| Participant deferral / active EE | $1,007 | $6,134-83.6% | $5,467-81.6% | $6,531-84.6% |
| Admin fee / account holder | $19,246 | $18,825+2.2% | $16,047+19.9% | $14,480+32.9% |