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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 | $56,895 | $168,635-66.3% | $147,617-61.5% | $125,389-54.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 19.61% | 77.65%-58.0pp | 61.98%-42.4pp | 282.24%-262.6pp |
| Employer contribution / active EE | $3,748 | $6,252-40.1% | $5,564-32.7% | $4,866-23.0% |
| Participant deferral / active EE | $1,308 | $5,507-76.3% | $4,895-73.3% | $5,352-75.6% |
| Admin fee / account holder | $12,313 | $13,580-9.3% | $11,612+6.0% | $9,541+29.1% |