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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 | $45,990 | $100,970-54.5% | $96,576-52.4% | $137,256-66.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.29% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,100 | $3,809-44.9% | $3,553-40.9% | $4,156-49.5% |
| Participant deferral / active EE | $2,100 | $8,286-74.7% | $7,956-73.6% | $6,407-67.2% |
| Admin fee / account holder | $314 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |