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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 | $58,693 | $142,354-58.8% | $125,529-53.2% | $155,188-62.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 11.36% | 306.06%-294.7pp | 202.56%-191.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,067 | $3,501-69.5% | $3,058-65.1% | $4,248-74.9% |
| Participant deferral / active EE | $1,659 | $5,491-69.8% | $4,813-65.5% | $6,531-74.6% |
| Admin fee / account holder | $12,626 | $19,392-34.9% | $16,298-22.5% | $14,480-12.8% |