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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 | $76,666 | $282,059-72.8% | $213,469-64.1% | $154,746-50.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.42% | 20.90%-11.5pp | 20.58%-11.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,671 | $6,189-73.0% | $4,994-66.5% | $4,379-61.8% |
| Participant deferral / active EE | $2,289 | $8,186-72.0% | $6,841-66.5% | $6,730-66.0% |
| Admin fee / account holder | $13,246 | $37,435-64.6% | $27,141-51.2% | $14,365-7.8% |