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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 | $55,638 | $211,288-73.7% | $178,540-68.8% | $145,884-61.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.96% | 30.27%-20.3pp | 27.15%-17.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,251 | $4,574-72.6% | $3,953-68.4% | $4,662-73.2% |
| Participant deferral / active EE | $1,167 | $6,967-83.3% | $6,281-81.4% | $6,690-82.6% |
| Admin fee / account holder | $21,281 | $12,105+75.8% | $10,424+104.1% | $13,392+58.9% |