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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 | $53,410 | $184,014-71.0% | $161,149-66.9% | $138,895-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.69% | 21.52%-8.8pp | 21.16%-8.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,673 | $5,055-66.9% | $4,360-61.6% | $4,194-60.1% |
| Participant deferral / active EE | $1,957 | $6,909-71.7% | $6,153-68.2% | $6,396-69.4% |
| Admin fee / account holder | $10,014 | $18,027-44.4% | $15,194-34.1% | $12,562-20.3% |