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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 | $62,918 | $91,037-30.9% | $71,671-12.2% | $147,586-57.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.88% | 20.48%-4.6pp | 20.65%-4.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $3,077 | $3,327-7.5% | $2,460+25.1% | $4,876-36.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,241 | $8,613-27.5% | $5,558+12.3% | $10,886-42.7% |