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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 | $73,300 | $103,393-29.1% | $87,103-15.8% | $152,909-52.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.63% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.8pp |
| Employer contribution / active EE | $1,481 | $3,221-54.0% | $2,521-41.3% | $4,764-68.9% |
| Participant deferral / active EE | $1,380 | $4,778-71.1% | $4,049-65.9% | $5,851-76.4% |
| Admin fee / account holder | $10,764 | $12,195-11.7% | $7,491+43.7% | $11,601-7.2% |