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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 | $47,586 | $181,062-73.7% | $158,223-69.9% | $155,188-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.54% | 57.39%-40.8pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,291 | $4,565-71.7% | $4,109-68.6% | $4,248-69.6% |
| Participant deferral / active EE | $1,291 | $6,134-79.0% | $5,467-76.4% | $6,531-80.2% |
| Admin fee / account holder | $1,490 | $18,825-92.1% | $16,047-90.7% | $14,480-89.7% |