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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 | $49,536 | $138,312-64.2% | $122,979-59.7% | $155,188-68.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.34% | 22.06%-12.7pp | 20.12%-10.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,000 | $3,530-43.3% | $3,062-34.7% | $4,248-52.9% |
| Participant deferral / active EE | $1,532 | $5,592-72.6% | $5,003-69.4% | $6,531-76.5% |
| Admin fee / account holder | $29,042 | $15,089+92.5% | $12,864+125.8% | $14,480+100.6% |