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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 | $80,326 | $152,394-47.3% | $124,067-35.3% | $155,188-48.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 9.57% | 34.93%-25.4pp | 31.06%-21.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $2,849 | $2,398+18.8% | $2,166+31.5% | $4,248-32.9% |
| Participant deferral / active EE | $105 | $3,823-97.3% | $3,463-97.0% | $6,531-98.4% |
| Admin fee / account holder | $1,227 | $6,949-82.3% | $7,351-83.3% | $14,480-91.5% |