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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 | $85,508 | $86,938-1.6% | $102,423-16.5% | $80,925+5.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.02% | 18.89%-5.9pp | 29.42%-16.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,724 | $2,369-27.2% | $3,023-43.0% | $2,756-37.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $125,582 | $8,053+1459.5% | $9,455+1228.3% | $6,940+1709.5% |