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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 | $39,374 | $185,883-78.8% | $170,043-76.8% | $139,466-71.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.78% | 60.54%-46.8pp | 53.40%-39.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,969 | $7,596-74.1% | $6,790-71.0% | $4,754-58.6% |
| Participant deferral / active EE | $2,795 | $11,626-76.0% | $10,410-73.2% | $6,712-58.4% |
| Admin fee / account holder | $2,163 | $15,393-86.0% | $12,824-83.1% | $11,409-81.0% |