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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 | $46,775 | $185,883-74.8% | $170,043-72.5% | $139,466-66.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.34% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,313 | $7,596-69.6% | $6,790-65.9% | $4,754-51.4% |
| Participant deferral / active EE | $2,821 | $11,626-75.7% | $10,410-72.9% | $6,712-58.0% |
| Admin fee / account holder | $734 | $15,393-95.2% | $12,824-94.3% | $11,409-93.6% |