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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 | $46,716 | $176,838-73.6% | $146,685-68.2% | $167,518-72.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.05% | 24.04%-3.0pp | 22.75%-1.7pp | 478.71%-457.7pp |
| Employer contribution / active EE | $3,125 | $5,161-39.5% | $4,137-24.5% | $4,838-35.4% |
| Participant deferral / active EE | $1,691 | $6,441-73.7% | $5,507-69.3% | $6,342-73.3% |
| Admin fee / account holder | $22,056 | $13,262+66.3% | $10,281+114.5% | $12,312+79.1% |