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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 | $50,992 | $178,174-71.4% | $156,181-67.4% | $137,256-62.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.58% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,322 | $4,972-53.3% | $4,294-45.9% | $4,156-44.1% |
| Participant deferral / active EE | $1,313 | $6,888-80.9% | $6,132-78.6% | $6,407-79.5% |
| Admin fee / account holder | $1,984 | $17,404-88.6% | $14,586-86.4% | $12,270-83.8% |