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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 | $142,972-52.4% | $214,702-68.3% | $86,983-21.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 29.21% | 18.49%+10.7pp | 54.55%-25.3pp | 25.83%+3.4pp |
| Employer contribution / active EE | $4,717 | $4,635+1.8% | $6,461-27.0% | $2,584+82.5% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,246 | $17,617-87.2% | $19,830-88.7% | $7,856-71.4% |