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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 | $59,506 | $185,141-67.9% | $153,416-61.2% | $155,188-61.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.61% | 18.72%-6.1pp | 17.84%-5.2pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,478 | $4,489-67.1% | $3,764-60.7% | $4,248-65.2% |
| Participant deferral / active EE | $1,331 | $5,477-75.7% | $4,723-71.8% | $6,531-79.6% |
| Admin fee / account holder | $4,816 | $16,005-69.9% | $13,095-63.2% | $14,480-66.7% |