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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 | $109,619 | $45,087+143.1% | $69,483+57.8% | $72,976+50.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 12.67% | 22.67%-10.0pp | 28.99%-16.3pp | 81.02%-68.3pp |
| Employer contribution / active EE | $3,905 | $2,055+90.0% | $2,780+40.5% | $2,440+60.0% |
| Participant deferral / active EE | $280 | $2,603-89.2% | $3,537-92.1% | $3,608-92.2% |
| Admin fee / account holder | $11,460 | $3,057+274.9% | $3,841+198.4% | $5,124+123.6% |