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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 | $94,047 | $87,733+7.2% | $106,555-11.7% | $85,847+9.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.39% | 21.86%-4.5pp | 26.80%-9.4pp | 318.61%-301.2pp |
| Employer contribution / active EE | $3,327 | $2,073+60.5% | $2,819+18.0% | $2,565+29.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,238 | $6,767-81.7% | $7,408-83.3% | $6,261-80.2% |