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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 | $37,594 | $182,442-79.4% | $163,379-77.0% | $138,895-72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.31% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,767 | $4,159-57.5% | $3,752-52.9% | $4,194-57.9% |
| Participant deferral / active EE | $1,025 | $6,817-85.0% | $6,282-83.7% | $6,396-84.0% |
| Admin fee / account holder | $1,302 | $10,396-87.5% | $9,818-86.7% | $12,562-89.6% |