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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 | $209,336-72.1% | $197,124-70.3% | $137,256-57.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.65% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,203 | $6,591-51.4% | $6,227-48.6% | $4,156-22.9% |
| Participant deferral / active EE | $1,929 | $9,614-79.9% | $9,135-78.9% | $6,407-69.9% |
| Admin fee / account holder | $12,630 | $17,308-27.0% | $16,298-22.5% | $12,270+2.9% |