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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 | $65,993 | $103,957-36.5% | $69,182-4.6% | $273,968-75.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.90% | 35.28%-21.4pp | -21.94%+35.8pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,077 | $1,781+72.8% | $1,205+155.3% | $4,869-36.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,161 | $3,671-41.1% | $2,697-19.9% | $10,132-78.7% |