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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 | $47,895 | $223,823-78.6% | $211,142-77.3% | $154,746-69.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.61% | 50.39%-35.8pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,489 | $6,787-63.3% | $6,442-61.4% | $4,379-43.2% |
| Participant deferral / active EE | $2,435 | $9,750-75.0% | $9,284-73.8% | $6,730-63.8% |
| Admin fee / account holder | $471 | $19,707-97.6% | $19,076-97.5% | $14,365-96.7% |