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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 | $209,336-77.1% | $197,124-75.7% | $137,256-65.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.61% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,489 | $6,591-62.2% | $6,227-60.0% | $4,156-40.1% |
| Participant deferral / active EE | $2,435 | $9,614-74.7% | $9,135-73.3% | $6,407-62.0% |
| Admin fee / account holder | $471 | $17,308-97.3% | $16,298-97.1% | $12,270-96.2% |