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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 | $54,057 | $136,860-60.5% | $120,344-55.1% | $154,746-65.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.37% | 21.38%-10.0pp | 20.30%-8.9pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,692 | $3,533-52.1% | $3,020-44.0% | $4,379-61.4% |
| Participant deferral / active EE | $1,695 | $5,793-70.8% | $5,135-67.0% | $6,730-74.8% |
| Admin fee / account holder | $1,107 | $15,393-92.8% | $12,742-91.3% | $14,365-92.3% |