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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 | $143,969-52.7% | $199,883-66.0% | $82,637-17.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 29.21% | 25.67%+3.5pp | 43.81%-14.6pp | 53.51%-24.3pp |
| Employer contribution / active EE | $4,717 | $4,632+1.8% | $6,261-24.7% | $2,552+84.8% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,246 | $14,597-84.6% | $17,268-87.0% | $7,339-69.4% |