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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 | $47,223 | $156,398-69.8% | $147,318-67.9% | $138,895-66.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.50% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,606 | $4,853-66.9% | $4,593-65.0% | $4,194-61.7% |
| Participant deferral / active EE | $1,001 | $8,237-87.9% | $7,906-87.3% | $6,396-84.4% |
| Admin fee / account holder | $531 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |