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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 | $38,300 | $178,174-78.5% | $156,181-75.5% | $137,256-72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.48% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,404 | $4,972+8.7% | $4,294+25.9% | $4,156+30.0% |
| Participant deferral / active EE | $800 | $6,888-88.4% | $6,132-87.0% | $6,407-87.5% |
| Admin fee / account holder | $422 | $17,404-97.6% | $14,586-97.1% | $12,270-96.6% |