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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 | $65,771 | $156,398-57.9% | $147,318-55.4% | $138,895-52.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.10% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $4,363 | $4,853-10.1% | $4,593-5.0% | $4,194+4.0% |
| Participant deferral / active EE | $2,461 | $8,237-70.1% | $7,906-68.9% | $6,396-61.5% |
| Admin fee / account holder | $992 | $14,976-93.4% | $13,708-92.8% | $12,562-92.1% |