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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 | $77,121 | $52,306+47.4% | $69,779+10.5% | $62,881+22.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 4.69% | 13.35%-8.7pp | 12.99%-8.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $5,406 | $1,799+200.5% | $2,338+131.2% | $2,281+137.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,403 | $3,691-34.9% | $4,381-45.2% | $4,296-44.1% |