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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 | $74,154 | $58,523+26.7% | $99,479-25.5% | $72,976+1.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.38% | 28.51%-7.1pp | 30.72%-9.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $3,125 | $1,512+106.7% | $2,540+23.0% | $2,440+28.1% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,373 | $4,102+31.0% | $6,253-14.1% | $5,124+4.9% |