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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 | $65,067 | $201,259-67.7% | $184,200-64.7% | $145,959-55.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.27% | 28.98%-18.7pp | 28.80%-18.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,318 | $7,018-52.7% | $6,424-48.3% | $4,661-28.8% |
| Participant deferral / active EE | $3,013 | $9,806-69.3% | $9,132-67.0% | $6,689-55.0% |
| Admin fee / account holder | $4,861 | $16,372-70.3% | $13,907-65.1% | $13,398-63.7% |