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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 | $60,715 | $47,848+26.9% | $81,473-25.5% | $70,126-13.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.95% | 27.25%-12.3pp | 38.78%-23.8pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,784 | $1,527+213.3% | $2,568+86.3% | $2,343+104.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,257 | $3,145+162.6% | $4,561+81.0% | $4,645+77.8% |