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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 | $66,018 | $56,110+17.7% | $94,993-30.5% | $70,126-5.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.50% | 51.02%-34.5pp | 27.14%-10.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,136 | $1,442-21.2% | $2,603-56.4% | $2,343-51.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,104 | $3,456-39.1% | $4,960-57.6% | $4,645-54.7% |