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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 | $122,907 | $161,352-23.8% | $134,172-8.4% | $137,256-10.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.43% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,127 | $4,099-48.1% | $3,420-37.8% | $4,156-48.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,085 | $15,028-86.1% | $12,016-82.6% | $12,270-83.0% |