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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 | $152,947 | $91,559+67.0% | $133,959+14.2% | $79,858+91.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.48% | 61.85%-48.4pp | 45.09%-31.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $2,373 | $2,384-0.4% | $3,919-39.4% | $2,471-4.0% |
| Participant deferral / active EE | $1,443 | $3,734-61.4% | $5,047-71.4% | $3,740-61.4% |
| Admin fee / account holder | $3,498 | $6,321-44.7% | $8,928-60.8% | $5,306-34.1% |