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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 | $55,164 | $111,814-50.7% | $103,378-46.6% | $145,978-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $4,886 | $4,215+15.9% | $3,870+26.2% | $4,662+4.8% |
| Participant deferral / active EE | $1,259 | $5,618-77.6% | $5,058-75.1% | $6,690-81.2% |
| Admin fee / account holder | $664 | $9,764-93.2% | $8,401-92.1% | $13,400-95.0% |