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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 | $101,291 | $182,442-44.5% | $163,379-38.0% | $138,895-27.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.63% | 72.74%-61.1pp | 63.41%-51.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,453 | $4,159-65.1% | $3,752-61.3% | $4,194-65.3% |
| Participant deferral / active EE | $777 | $6,817-88.6% | $6,282-87.6% | $6,396-87.8% |
| Admin fee / account holder | $1,082 | $10,396-89.6% | $9,818-89.0% | $12,562-91.4% |