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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 | $52,089 | $88,583-41.2% | $88,497-41.1% | $273,972-81.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 18.28% | 5.68%+12.6pp | 7.63%+10.7pp | 41.46%-23.2pp |
| Employer contribution / active EE | $16,589 | $4,502+268.4% | $4,036+311.0% | $4,869+240.7% |
| Participant deferral / active EE | $1,280 | $4,891-73.8% | $4,899-73.9% | $5,287-75.8% |
| Admin fee / account holder | $604 | $8,980-93.3% | $6,220-90.3% | $10,133-94.0% |