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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 | $52,617 | $165,381-68.2% | $149,730-64.9% | $158,966-66.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.17% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.8pp |
| Employer contribution / active EE | $7,920 | $5,104+55.2% | $4,645+70.5% | $4,762+66.3% |
| Participant deferral / active EE | $538 | $7,182-92.5% | $6,843-92.1% | $5,983-91.0% |
| Admin fee / account holder | $3,686 | $10,809-65.9% | $9,310-60.4% | $11,250-67.2% |