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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 | $60,202 | $124,425-51.6% | $112,040-46.3% | $137,256-56.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.53% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,250 | $3,411+83.2% | $2,954+111.6% | $4,156+50.4% |
| Participant deferral / active EE | $1,330 | $5,718-76.7% | $5,098-73.9% | $6,407-79.2% |
| Admin fee / account holder | $14,799 | $15,207-2.7% | $12,098+22.3% | $12,270+20.6% |