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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 | $43,787 | $165,399-73.5% | $149,745-70.8% | $158,982-72.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.33% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $6,367 | $5,105+24.7% | $4,646+37.0% | $4,763+33.7% |
| Participant deferral / active EE | $2,179 | $7,183-69.7% | $6,843-68.2% | $5,983-63.6% |
| Admin fee / account holder | $10,011 | $10,811-7.4% | $9,312+7.5% | $11,252-11.0% |