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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 | $61,081 | $87,166-29.9% | $76,735-20.4% | $137,256-55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.44% | 26.50%-10.1pp | 29.77%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,122 | $2,904+7.5% | $2,454+27.2% | $4,156-24.9% |
| Participant deferral / active EE | $607 | $4,726-87.2% | $4,088-85.2% | $6,407-90.5% |
| Admin fee / account holder | $2,782 | $8,403-66.9% | $7,189-61.3% | $12,270-77.3% |