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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 | $71,108 | $118,488-40.0% | $98,462-27.8% | $139,487-49.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 18.96%-1.6pp | 21.17%-3.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $10,313 | $3,611+185.6% | $3,049+238.3% | $4,755+116.9% |
| Participant deferral / active EE | $1,375 | $5,393-74.5% | $4,738-71.0% | $6,713-79.5% |
| Admin fee / account holder | $5,040 | $13,868-63.7% | $8,875-43.2% | $11,407-55.8% |