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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 | $58,951 | $174,379-66.2% | $152,093-61.2% | $138,895-57.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.97% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $4,436 | $4,652-4.6% | $4,175+6.3% | $4,194+5.8% |
| Participant deferral / active EE | $632 | $6,159-89.7% | $5,451-88.4% | $6,396-90.1% |
| Admin fee / account holder | $672 | $16,880-96.0% | $14,497-95.4% | $12,562-94.6% |