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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 | $52,599 | $201,370-73.9% | $184,256-71.5% | $145,897-63.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.80% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,176 | $7,024-69.0% | $6,427-66.1% | $4,663-53.3% |
| Participant deferral / active EE | $2,965 | $9,808-69.8% | $9,133-67.5% | $6,689-55.7% |
| Admin fee / account holder | $504 | $16,364-96.9% | $13,899-96.4% | $13,390-96.2% |