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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 | $89,420 | $100,811-11.3% | $86,698+3.1% | $134,545-33.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.50% | 29.11%-24.6pp | 35.96%-31.5pp | 418.37%-413.9pp |
| Employer contribution / active EE | $15,508 | $3,490+344.3% | $2,837+446.7% | $4,742+227.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,106 | $10,926-62.4% | $7,492-45.2% | $11,431-64.1% |