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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 | $45,004 | $201,370-77.7% | $184,256-75.6% | $145,897-69.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.33% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,441 | $7,024-65.2% | $6,427-62.0% | $4,663-47.7% |
| Participant deferral / active EE | $2,294 | $9,808-76.6% | $9,133-74.9% | $6,689-65.7% |
| Admin fee / account holder | $22,027 | $16,364+34.6% | $13,899+58.5% | $13,390+64.5% |