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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 | $129,302 | $196,972-34.4% | $182,262-29.1% | $198,609-34.9% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 7.33% | 158.27%-150.9pp | 140.60%-133.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,469 | $8,643-71.4% | $8,276-70.2% | $6,977-64.6% |
| Admin fee / account holder | $2,985 | $18,429-83.8% | $16,712-82.1% | $19,030-84.3% |