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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 | $50,357 | $185,141-72.8% | $153,416-67.2% | $155,188-67.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.37% | 18.72%-9.4pp | 17.84%-8.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,271 | $4,489-71.7% | $3,764-66.2% | $4,248-70.1% |
| Participant deferral / active EE | $1,423 | $5,477-74.0% | $4,723-69.9% | $6,531-78.2% |
| Admin fee / account holder | $821 | $16,005-94.9% | $13,095-93.7% | $14,480-94.3% |