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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 | $136,005 | $251,004-45.8% | $191,597-29.0% | $138,895-2.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 19.59% | 31.05%-11.5pp | 27.07%-7.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $4,959 | $6,226-20.4% | $5,025-1.3% | $4,194+18.2% |
| Participant deferral / active EE | $1,401 | $8,154-82.8% | $6,850-79.5% | $6,396-78.1% |
| Admin fee / account holder | $807 | $31,471-97.4% | $22,799-96.5% | $12,562-93.6% |