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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 | $47,571 | $106,280-55.2% | $96,538-50.7% | $139,487-65.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 38.48%-22.1pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $12,730 | $4,107+209.9% | $3,740+240.3% | $4,755+167.7% |
| Participant deferral / active EE | $1,364 | $5,457-75.0% | $4,880-72.1% | $6,713-79.7% |
| Admin fee / account holder | $2,929 | $7,888-62.9% | $6,737-56.5% | $11,407-74.3% |