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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 | $45,867 | $93,345-50.9% | $119,126-61.5% | $87,485-47.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 23.78% | 19.08%+4.7pp | 282.11%-258.3pp | 26.06%-2.3pp |
| Employer contribution / active EE | $3,218 | $3,172+1.5% | $4,034-20.2% | $2,596+24.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,591 | $8,039-67.8% | $10,693-75.8% | $7,775-66.7% |