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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 | $122,421 | $139,948-12.5% | $121,663+0.6% | $154,746-20.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.20% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,596 | $3,521-54.7% | $3,020-47.2% | $4,379-63.6% |
| Participant deferral / active EE | $1,461 | $5,629-74.0% | $4,887-70.1% | $6,730-78.3% |
| Admin fee / account holder | $1,621 | $17,321-90.6% | $14,289-88.7% | $14,365-88.7% |