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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 | $124,425-56.6% | $112,040-51.8% | $137,256-60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.37% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,692 | $3,411-50.4% | $2,954-42.7% | $4,156-59.3% |
| Participant deferral / active EE | $1,695 | $5,718-70.4% | $5,098-66.8% | $6,407-73.6% |
| Admin fee / account holder | $1,107 | $15,207-92.7% | $12,098-90.8% | $12,270-91.0% |