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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 | $49,002 | $125,797-61.0% | $170,057-71.2% | $75,177-34.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.40% | 27.20%-11.8pp | 53.42%-38.0pp | 160.75%-145.3pp |
| Employer contribution / active EE | $1,865 | $4,616-59.6% | $6,790-72.5% | $2,671-30.2% |
| Participant deferral / active EE | $2,061 | $6,838-69.9% | $10,411-80.2% | $4,126-50.0% |
| Admin fee / account holder | $1,150 | $8,177-85.9% | $12,826-91.0% | $5,651-79.7% |