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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 | $39,283 | $201,372-80.5% | $184,260-78.7% | $145,884-73.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.49% | 29.04%-1.5pp | 28.84%-1.3pp | 551.85%-524.4pp |
| Employer contribution / active EE | $2,044 | $7,024-70.9% | $6,427-68.2% | $4,662-56.2% |
| Participant deferral / active EE | $2,427 | $9,808-75.3% | $9,133-73.4% | $6,690-63.7% |
| Admin fee / account holder | $1,948 | $16,362-88.1% | $13,898-86.0% | $13,392-85.5% |