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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 | $56,679 | $49,249+15.1% | $70,476-19.6% | $79,852-29.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.02% | 30.09%-17.1pp | 109.12%-96.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,599 | $2,100-23.9% | $2,738-41.6% | $2,471-35.3% |
| Participant deferral / active EE | $570 | $2,769-79.4% | $3,710-84.6% | $3,740-84.8% |
| Admin fee / account holder | $1,479 | $2,878-48.6% | $3,847-61.6% | $5,306-72.1% |