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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 | $53,683 | $201,344-73.3% | $184,243-70.9% | $145,877-63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,829 | $7,022-59.7% | $6,427-56.0% | $4,663-39.3% |
| Participant deferral / active EE | $2,303 | $9,807-76.5% | $9,132-74.8% | $6,691-65.6% |
| Admin fee / account holder | $4,247 | $16,382-74.1% | $13,914-69.5% | $13,402-68.3% |