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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 | $54,920 | $177,595-69.1% | $148,496-63.0% | $198,609-72.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.30% | 9.97%+1.3pp | 12.33%-1.0pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,919 | $4,098-28.8% | $3,497-16.5% | $5,055-42.3% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,387 | $27,010-43.0% | $19,547-21.3% | $19,030-19.1% |