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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 | $70,770 | $91,559-22.7% | $133,978-47.2% | $79,856-11.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.52% | 61.85%-47.3pp | 45.10%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $5,916 | $2,384+148.2% | $3,919+51.0% | $2,471+139.4% |
| Participant deferral / active EE | $337 | $3,734-91.0% | $5,047-93.3% | $3,741-91.0% |
| Admin fee / account holder | $4,394 | $6,321-30.5% | $8,930-50.8% | $5,306-17.2% |