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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 | $58,109 | $48,078+20.9% | $78,676-26.1% | $62,881-7.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.60% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $12,827 | $2,015+536.7% | $2,850+350.1% | $2,281+462.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,216 | $3,206-30.9% | $4,510-50.9% | $4,296-48.4% |