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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 | $29,763 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,869 | $4,804-40.3% | $4,554-37.0% | $4,156-31.0% |
| Participant deferral / active EE | $1,637 | $8,216-80.1% | $7,897-79.3% | $6,407-74.5% |
| Admin fee / account holder | $629 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |