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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 | $199,109-70.6% | $173,730-66.3% | $154,746-62.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.78% | 20.02%-4.2pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,414 | $5,311-73.4% | $4,577-69.1% | $4,379-67.7% |
| Participant deferral / active EE | $1,084 | $7,113-84.8% | $6,326-82.9% | $6,730-83.9% |
| Admin fee / account holder | $807 | $20,916-96.1% | $17,523-95.4% | $14,365-94.4% |