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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 | $135,588 | $154,228-12.1% | $145,433-6.8% | $137,256-1.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,378 | $4,804+11.9% | $4,554+18.1% | $4,156+29.4% |
| Participant deferral / active EE | $1,370 | $8,216-83.3% | $7,897-82.7% | $6,407-78.6% |
| Admin fee / account holder | $3,393 | $14,344-76.3% | $13,129-74.2% | $12,270-72.3% |