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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 | $55,423 | $96,558-42.6% | $80,977-31.6% | $273,972-79.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.42% | 15.14%-10.7pp | 17.11%-12.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $4,596 | $4,869-5.6% | $3,715+23.7% | $4,869-5.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $775 | $7,493-89.7% | $5,517-85.9% | $10,133-92.3% |