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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 | $63,176 | $209,336-69.8% | $197,124-68.0% | $137,256-54.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.61% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,169 | $6,591-67.1% | $6,227-65.2% | $4,156-47.8% |
| Participant deferral / active EE | $1,001 | $9,614-89.6% | $9,135-89.0% | $6,407-84.4% |
| Admin fee / account holder | $1,198 | $17,308-93.1% | $16,298-92.6% | $12,270-90.2% |