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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 | $51,464 | $180,749-71.5% | $160,784-68.0% | $137,256-62.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.45% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,039 | $4,155-75.0% | $3,733-72.2% | $4,156-75.0% |
| Participant deferral / active EE | $926 | $6,844-86.5% | $6,293-85.3% | $6,407-85.5% |
| Admin fee / account holder | $10,104 | $10,397-2.8% | $9,717+4.0% | $12,270-17.7% |