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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 | $63,344 | $56,339+12.4% | $104,299-39.3% | $68,490-7.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 6.81% | -9.19%+16.0pp | 24.62%-17.8pp | -7.85%+14.7pp |
| Employer contribution / active EE | $3,175 | $1,960+62.0% | $3,373-5.9% | $2,597+22.3% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,120 | $4,902-15.9% | $7,339-43.9% | $5,403-23.7% |