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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 | $63,895 | $156,398-59.1% | $147,318-56.6% | $138,895-54.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.85% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $947 | $4,853-80.5% | $4,593-79.4% | $4,194-77.4% |
| Participant deferral / active EE | $1,310 | $8,237-84.1% | $7,906-83.4% | $6,396-79.5% |
| Admin fee / account holder | $13,826 | $14,976-7.7% | $13,708+0.9% | $12,562+10.1% |