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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 | $68,109 | $50,554+34.7% | $67,681+0.6% | $87,485-22.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.28% | 17.81%-6.5pp | 590.58%-579.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,111 | $1,988+6.2% | $2,678-21.2% | $2,596-18.7% |
| Participant deferral / active EE | $124 | $2,961-95.8% | $3,976-96.9% | $4,274-97.1% |
| Admin fee / account holder | $3,336 | $4,132-19.3% | $6,100-45.3% | $7,775-57.1% |