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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 | $61,293 | $81,358-24.7% | $155,556-60.6% | $80,959-24.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.13% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,219 | $3,106-28.6% | $4,675-52.5% | $2,757-19.5% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,448 | $7,994-69.4% | $15,885-84.6% | $6,925-64.7% |