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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 | $63,181 | $181,896-65.3% | $156,551-59.6% | $273,972-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.05% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,500 | $6,248-60.0% | $5,501-54.6% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $556 | $15,560-96.4% | $13,028-95.7% | $10,133-94.5% |