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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 | $57,643 | $45,041+28.0% | $63,003-8.5% | $70,131-17.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,527 | $2,052+23.1% | $2,760-8.4% | $2,342+7.9% |
| Participant deferral / active EE | $3 | $2,465-99.9% | $3,329-99.9% | $3,332-99.9% |
| Admin fee / account holder | $1,885 | $2,836-33.5% | $3,600-47.6% | $4,645-59.4% |