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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 | $167,055 | $181,062-7.7% | $158,223+5.6% | $155,188+7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.32% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,000 | $4,565-34.3% | $4,109-27.0% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,205 | $18,825-88.3% | $16,047-86.3% | $14,480-84.8% |