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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 | $136,108 | $156,398-13.0% | $147,318-7.6% | $138,895-2.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,739 | $4,853-64.2% | $4,593-62.1% | $4,194-58.5% |
| Participant deferral / active EE | $1,680 | $8,237-79.6% | $7,906-78.8% | $6,396-73.7% |
| Admin fee / account holder | $9,410 | $14,976-37.2% | $13,708-31.3% | $12,562-25.1% |