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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 | $51,315 | $114,119-55.0% | $107,187-52.1% | $138,895-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 26.28% | 273.21%-246.9pp | 204.55%-178.3pp | 145.39%-119.1pp |
| Employer contribution / active EE | $1,429 | $4,059-64.8% | $3,782-62.2% | $4,194-65.9% |
| Participant deferral / active EE | $514 | $5,538-90.7% | $5,096-89.9% | $6,396-92.0% |
| Admin fee / account holder | $491 | $10,024-95.1% | $9,162-94.6% | $12,562-96.1% |