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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 | $45,142 | $197,603-77.2% | $177,827-74.6% | $158,950-71.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.35% | 58.76%-50.4pp | 48.32%-40.0pp | 302.91%-294.6pp |
| Employer contribution / active EE | $2,981 | $6,698-55.5% | $5,918-49.6% | $4,762-37.4% |
| Participant deferral / active EE | $1,475 | $8,404-82.4% | $7,713-80.9% | $5,983-75.3% |
| Admin fee / account holder | $764 | $15,402-95.0% | $12,429-93.9% | $11,248-93.2% |