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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 | $39,639 | $185,905-78.7% | $170,057-76.7% | $139,487-71.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 60.56%-45.4pp | 53.42%-38.3pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,766 | $7,597-63.6% | $6,790-59.3% | $4,755-41.8% |
| Participant deferral / active EE | $2,997 | $11,627-74.2% | $10,411-71.2% | $6,713-55.3% |
| Admin fee / account holder | $6,991 | $15,397-54.6% | $12,826-45.5% | $11,407-38.7% |