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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 | $106,504 | $121,719-12.5% | $210,053-49.3% | $116,462-8.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.8%+19.2pp | 74.7%+25.3pp |
| Annual return | 15.66% | 14.29%+1.4pp | 232.76%-217.1pp | 15.65%0pp |
| Employer contribution / active EE | $1,449 | $2,386-39.3% | $4,521-67.9% | $3,231-55.1% |
| Participant deferral / active EE | $0 | $3,917-100.0% | $4,238-100.0% | $3,836-100.0% |
| Admin fee / account holder | $2,563 | $13,730-81.3% | $16,990-84.9% | $12,754-79.9% |