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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 | $58,251 | $76,371-23.7% | $93,621-37.8% | $72,975-20.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.72% | 25.82%-5.1pp | 32.76%-12.0pp | 81.01%-60.3pp |
| Employer contribution / active EE | $5,626 | $2,276+147.2% | $2,719+106.9% | $2,440+130.5% |
| Participant deferral / active EE | $376 | $3,538-89.4% | $4,070-90.8% | $3,608-89.6% |
| Admin fee / account holder | $15,823 | $6,839+131.4% | $7,890+100.5% | $5,124+208.8% |