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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 | $104,987 | $65,364+60.6% | $92,909+13.0% | $72,975+43.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.14% | 42.11%-25.0pp | 109.44%-92.3pp | 81.01%-63.9pp |
| Employer contribution / active EE | $2,143 | $2,594-17.4% | $3,653-41.3% | $2,440-12.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,840 | $4,251+60.9% | $5,795+18.0% | $5,124+33.5% |