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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 | $59,261 | $123,793-52.1% | $177,848-66.7% | $79,856-25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.20% | 22.82%-0.6pp | 48.33%-26.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $3,141 | $4,095-23.3% | $5,919-46.9% | $2,471+27.1% |
| Participant deferral / active EE | $2,670 | $5,956-55.2% | $7,714-65.4% | $3,741-28.6% |
| Admin fee / account holder | $3,929 | $7,243-45.8% | $12,431-68.4% | $5,306-26.0% |