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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 | $58,541 | $178,174-67.1% | $156,181-62.5% | $137,256-57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.78% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,414 | $4,972-71.6% | $4,294-67.1% | $4,156-66.0% |
| Participant deferral / active EE | $1,084 | $6,888-84.3% | $6,132-82.3% | $6,407-83.1% |
| Admin fee / account holder | $807 | $17,404-95.4% | $14,586-94.5% | $12,270-93.4% |