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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 | $80,990 | $209,336-61.3% | $197,124-58.9% | $137,256-41.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.24% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,161 | $6,591-67.2% | $6,227-65.3% | $4,156-48.0% |
| Participant deferral / active EE | $1,750 | $9,614-81.8% | $9,135-80.8% | $6,407-72.7% |
| Admin fee / account holder | $566 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |