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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 | $92,822 | $94,529-1.8% | $140,019-33.7% | $64,173+44.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 2.10% | 7.77%-5.7pp | 651.15%-649.1pp | 7.63%-5.5pp |
| Employer contribution / active EE | $3,064 | $3,812-19.6% | $5,605-45.3% | $2,381+28.7% |
| Participant deferral / active EE | $522 | $5,250-90.1% | $6,927-92.5% | $3,470-85.0% |
| Admin fee / account holder | $5,871 | $6,741-12.9% | $10,705-45.2% | $4,887+20.1% |