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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 | $149,446-54.5% | $256,809-73.5% | $94,015-27.6% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 29.21% | 17.55%+11.7pp | 32.73%-3.5pp | 17.84%+11.4pp |
| Employer contribution / active EE | $4,717 | $4,596+2.6% | $7,263-35.1% | $2,790+69.1% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,246 | $24,035-90.7% | $25,146-91.1% | $8,951-74.9% |