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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 | $70,041 | $99,875-29.9% | $146,866-52.3% | $86,983-19.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 17.76% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,471 | $3,224-54.4% | $4,425-66.8% | $2,584-43.1% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,165 | $7,838-72.4% | $13,620-84.1% | $7,856-72.4% |