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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 | $51,155 | $114,119-55.2% | $107,187-52.3% | $138,895-63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.25% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,394 | $4,059-65.7% | $3,782-63.1% | $4,194-66.8% |
| Participant deferral / active EE | $1,419 | $5,538-74.4% | $5,096-72.2% | $6,396-77.8% |
| Admin fee / account holder | $643 | $10,024-93.6% | $9,162-93.0% | $12,562-94.9% |