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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 | $61,628 | $154,228-60.0% | $145,433-57.6% | $137,256-55.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.35% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,644 | $4,804-45.0% | $4,554-41.9% | $4,156-36.4% |
| Participant deferral / active EE | $1,697 | $8,216-79.3% | $7,897-78.5% | $6,407-73.5% |
| Admin fee / account holder | $746 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |