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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 | $82,381 | $90,484-9.0% | $78,675+4.7% | $273,970-69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.63% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,575 | $3,175+107.1% | $2,850+130.7% | $4,869+35.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,903 | $5,263-6.8% | $4,510+8.7% | $10,132-51.6% |