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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 | $86,209 | $101,950-15.4% | $125,529-31.3% | $86,983-0.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 15.04% | 18.29%-3.3pp | 202.56%-187.5pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,923 | $2,358-18.5% | $3,058-37.1% | $2,584-25.6% |
| Participant deferral / active EE | $1,085 | $3,862-71.9% | $4,813-77.4% | $4,194-74.1% |
| Admin fee / account holder | $7,649 | $12,791-40.2% | $16,298-53.1% | $7,856-2.6% |