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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 | $87,853 | $57,541+52.7% | $95,740-8.2% | $75,173+16.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.83% | 34.93%-20.1pp | 28.41%-13.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $4,861 | $1,808+168.9% | $2,836+71.4% | $2,671+82.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,717 | $4,099-33.7% | $5,676-52.1% | $5,651-51.9% |