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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 | $58,509 | $212,386-72.5% | $199,883-70.7% | $138,895-57.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.65% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,203 | $6,625-51.7% | $6,261-48.9% | $4,194-23.6% |
| Participant deferral / active EE | $1,929 | $9,617-79.9% | $9,138-78.9% | $6,396-69.8% |
| Admin fee / account holder | $12,630 | $18,233-30.7% | $17,268-26.9% | $12,562+0.5% |