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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 | $154,228-11.7% | $145,433-6.4% | $137,256-0.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,739 | $4,804-63.8% | $4,554-61.8% | $4,156-58.2% |
| Participant deferral / active EE | $1,680 | $8,216-79.6% | $7,897-78.7% | $6,407-73.8% |
| Admin fee / account holder | $9,410 | $14,344-34.4% | $13,129-28.3% | $12,270-23.3% |