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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 | $119,838 | $58,587+104.5% | $83,322+43.8% | $64,173+86.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.80% | 9.65%-15.5pp | 10.64%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,512 | $2,098+305.7% | $3,379+151.9% | $2,381+257.5% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,580 | $9,279-72.2% | $7,540-65.8% | $4,887-47.2% |