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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 | $47,392 | $198,457-76.1% | $170,435-72.2% | $147,586-67.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.30% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $6,039 | $6,183-2.3% | $5,432+11.2% | $4,876+23.8% |
| Participant deferral / active EE | $81 | $5,629-98.6% | $4,939-98.4% | $5,439-98.5% |
| Admin fee / account holder | $3,526 | $16,852-79.1% | $13,881-74.6% | $10,886-67.6% |