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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 | $79,900 | $88,996-10.2% | $78,004+2.4% | $138,895-42.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 13.14% | 28.03%-14.9pp | 31.07%-17.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,417 | $2,917+17.1% | $2,469+38.4% | $4,194-18.5% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,290 | $8,807-85.3% | $7,578-83.0% | $12,562-89.7% |