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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 | $81,494 | $138,312-41.1% | $122,979-33.7% | $155,188-47.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.43% | 22.06%-13.6pp | 20.12%-11.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,606 | $3,530-54.5% | $3,062-47.5% | $4,248-62.2% |
| Participant deferral / active EE | $867 | $5,592-84.5% | $5,003-82.7% | $6,531-86.7% |
| Admin fee / account holder | $2,519 | $15,089-83.3% | $12,864-80.4% | $14,480-82.6% |