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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 | $122,810 | $106,749+15.0% | $145,433-15.6% | $82,448+49.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.81% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,155 | $3,444-66.5% | $4,554-74.6% | $2,551-54.7% |
| Participant deferral / active EE | $2,085 | $6,519-68.0% | $7,897-73.6% | $4,139-49.6% |
| Admin fee / account holder | $862 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |