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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 | $96,279 | $176,786-45.5% | $146,643-34.3% | $167,536-42.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.40% | 24.04%+3.4pp | 22.75%+4.7pp | 478.82%-451.4pp |
| Employer contribution / active EE | $1,127 | $5,161-78.2% | $4,137-72.8% | $4,839-76.7% |
| Participant deferral / active EE | $878 | $6,440-86.4% | $5,506-84.1% | $6,342-86.2% |
| Admin fee / account holder | $56,403 | $13,262+325.3% | $10,280+448.7% | $12,315+358.0% |