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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 | $74,283 | $58,099+27.9% | $76,902-3.4% | $75,177-1.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.82% | 26.71%-9.9pp | 37.91%-21.1pp | 160.75%-143.9pp |
| Employer contribution / active EE | $6,291 | $1,996+215.3% | $2,534+148.3% | $2,671+135.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,504 | $4,778+57.1% | $5,479+37.0% | $5,651+32.8% |