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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 | $43,106 | $135,956-68.3% | $123,894-65.2% | $273,972-84.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.33% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $888 | $5,170-82.8% | $4,617-80.8% | $4,869-81.8% |
| Participant deferral / active EE | $1,005 | $6,343-84.2% | $5,984-83.2% | $5,287-81.0% |
| Admin fee / account holder | $134,046 | $9,817+1265.4% | $8,357+1504.0% | $10,133+1222.9% |