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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 | $46,058 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,850 | $4,804-61.5% | $4,554-59.4% | $4,156-55.5% |
| Participant deferral / active EE | $2,168 | $8,216-73.6% | $7,897-72.5% | $6,407-66.2% |
| Admin fee / account holder | $1,098 | $14,344-92.3% | $13,129-91.6% | $12,270-91.1% |