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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 | $54,078 | $172,111-68.6% | $150,298-64.0% | $137,256-60.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,314 | $4,636-28.5% | $4,154-20.2% | $4,156-20.3% |
| Participant deferral / active EE | $510 | $6,166-91.7% | $5,453-90.6% | $6,407-92.0% |
| Admin fee / account holder | $5,862 | $16,471-64.4% | $14,116-58.5% | $12,270-52.2% |