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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 | $56,933 | $156,398-63.6% | $147,318-61.4% | $138,895-59.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.03% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,361 | $4,853-72.0% | $4,593-70.4% | $4,194-67.5% |
| Participant deferral / active EE | $1,494 | $8,237-81.9% | $7,906-81.1% | $6,396-76.6% |
| Admin fee / account holder | $4,621 | $14,976-69.1% | $13,708-66.3% | $12,562-63.2% |