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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 | $59,040 | $165,381-64.3% | $149,730-60.6% | $158,966-62.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.88% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,462 | $5,104-71.4% | $4,645-68.5% | $4,762-69.3% |
| Participant deferral / active EE | $2,325 | $7,182-67.6% | $6,843-66.0% | $5,983-61.1% |
| Admin fee / account holder | $16,326 | $10,809+51.0% | $9,310+75.4% | $11,250+45.1% |