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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 | $42,016 | $155,555-73.0% | $146,866-71.4% | $155,188-72.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.91% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,240 | $4,647-73.3% | $4,425-72.0% | $4,248-70.8% |
| Participant deferral / active EE | $2,306 | $8,044-71.3% | $7,759-70.3% | $6,531-64.7% |
| Admin fee / account holder | $714 | $14,755-95.2% | $13,620-94.8% | $14,480-95.1% |