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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 | $185,451 | $52,580+252.7% | $71,671+158.8% | $70,126+164.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.75% | 20.25%-6.5pp | 20.65%-6.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $3,110 | $1,616+92.5% | $2,460+26.4% | $2,343+32.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,408 | $3,653+20.7% | $5,558-20.7% | $4,645-5.1% |