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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 | $223,823-76.7% | $211,142-75.3% | $154,746-66.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.72% | 50.39%-32.7pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,189 | $6,787-67.8% | $6,442-66.0% | $4,379-50.0% |
| Participant deferral / active EE | $2,712 | $9,750-72.2% | $9,284-70.8% | $6,730-59.7% |
| Admin fee / account holder | $441 | $19,707-97.8% | $19,076-97.7% | $14,365-96.9% |