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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 | $70,963 | $103,949-31.7% | $69,182+2.6% | $273,972-74.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 29.77% | 35.28%-5.5pp | -21.93%+51.7pp | 41.46%-11.7pp |
| Employer contribution / active EE | $1,667 | $1,783-6.5% | $1,206+38.2% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $932 | $3,671-74.6% | $2,697-65.4% | $10,133-90.8% |