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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 | $41,427 | $102,609-59.6% | $98,090-57.8% | $138,895-70.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.07% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,269 | $3,867-15.5% | $3,606-9.3% | $4,194-22.1% |
| Participant deferral / active EE | $1,967 | $8,167-75.9% | $7,845-74.9% | $6,396-69.3% |
| Admin fee / account holder | $376 | $11,434-96.7% | $11,815-96.8% | $12,562-97.0% |