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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 | $227,291-72.2% | $214,702-70.6% | $155,188-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.61% | 60.08%-44.5pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,169 | $6,772-68.0% | $6,461-66.4% | $4,248-48.9% |
| Participant deferral / active EE | $1,001 | $9,582-89.6% | $9,147-89.1% | $6,531-84.7% |
| Admin fee / account holder | $1,198 | $20,413-94.1% | $19,830-94.0% | $14,480-91.7% |