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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 | $68,027 | $145,431-53.2% | $211,142-67.8% | $87,485-22.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 29.21% | 27.21%+2.0pp | 46.84%-17.6pp | 26.06%+3.2pp |
| Employer contribution / active EE | $4,717 | $4,662+1.2% | $6,442-26.8% | $2,596+81.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,246 | $17,052-86.8% | $19,076-88.2% | $7,775-71.1% |