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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 | $201,344-77.6% | $184,243-75.6% | $145,877-69.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.33% | 29.01%-10.7pp | 28.82%-10.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,441 | $7,022-65.2% | $6,427-62.0% | $4,663-47.7% |
| Participant deferral / active EE | $2,294 | $9,807-76.6% | $9,132-74.9% | $6,691-65.7% |
| Admin fee / account holder | $22,027 | $16,382+34.5% | $13,914+58.3% | $13,402+64.4% |