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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 | $85,730 | $115,903-26.0% | $100,528-14.7% | $158,966-46.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.30% | 34.80%-24.5pp | 30.90%-20.6pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,361 | $4,105-66.8% | $3,419-60.2% | $4,762-71.4% |
| Participant deferral / active EE | $312 | $6,677-95.3% | $6,271-95.0% | $5,983-94.8% |
| Admin fee / account holder | $3,880 | $11,000-64.7% | $8,084-52.0% | $11,250-65.5% |