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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 | $93,213 | $155,555-40.1% | $146,866-36.5% | $155,188-39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.86% | 115.41%-104.6pp | 102.85%-92.0pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,594 | $4,647-65.7% | $4,425-64.0% | $4,248-62.5% |
| Participant deferral / active EE | $2,132 | $8,044-73.5% | $7,759-72.5% | $6,531-67.4% |
| Admin fee / account holder | $38,034 | $14,755+157.8% | $13,620+179.2% | $14,480+162.7% |