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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 | $31,481 | $155,555-79.8% | $146,866-78.6% | $155,188-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.04% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,982 | $4,647-57.4% | $4,425-55.2% | $4,248-53.3% |
| Participant deferral / active EE | $1,510 | $8,044-81.2% | $7,759-80.5% | $6,531-76.9% |
| Admin fee / account holder | $8,313 | $14,755-43.7% | $13,620-39.0% | $14,480-42.6% |