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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 | $77,733 | $63,845+21.8% | $81,370-4.5% | $80,959-4.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.85% | 16.37%-5.5pp | 24.85%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,772 | $1,980+191.5% | $2,464+134.2% | $2,757+109.3% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,524 | $5,688-20.5% | $5,749-21.3% | $6,925-34.7% |