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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 | $81,755 | $227,566-64.1% | $189,558-56.9% | $167,518-51.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 19.00% | 78.43%-59.4pp | 64.19%-45.2pp | 478.71%-459.7pp |
| Employer contribution / active EE | $3,661 | $5,316-31.1% | $4,412-17.0% | $4,838-24.3% |
| Participant deferral / active EE | $729 | $7,002-89.6% | $6,174-88.2% | $6,342-88.5% |
| Admin fee / account holder | $1,432 | $11,881-88.0% | $9,809-85.4% | $12,312-88.4% |