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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 | $52,252 | $199,109-73.8% | $173,730-69.9% | $154,746-66.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.58% | 20.02%-9.4pp | 19.96%-9.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,614 | $5,311+5.7% | $4,577+22.6% | $4,379+28.2% |
| Participant deferral / active EE | $1,425 | $7,113-80.0% | $6,326-77.5% | $6,730-78.8% |
| Admin fee / account holder | $25,834 | $20,916+23.5% | $17,523+47.4% | $14,365+79.8% |