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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 | $52,143 | $209,336-75.1% | $197,124-73.5% | $137,256-62.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.72% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,189 | $6,591-66.8% | $6,227-64.9% | $4,156-47.3% |
| Participant deferral / active EE | $2,712 | $9,614-71.8% | $9,135-70.3% | $6,407-57.7% |
| Admin fee / account holder | $441 | $17,308-97.5% | $16,298-97.3% | $12,270-96.4% |