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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 | $62,667 | $123,155-49.1% | $108,753-42.4% | $155,188-59.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.34% | 44.73%-35.4pp | 37.47%-28.1pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,250 | $2,811-55.5% | $2,427-48.5% | $4,248-70.6% |
| Participant deferral / active EE | $762 | $4,623-83.5% | $4,115-81.5% | $6,531-88.3% |
| Admin fee / account holder | $3,993 | $12,126-67.1% | $10,320-61.3% | $14,480-72.4% |