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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 | $67,334 | $72,269-6.8% | $101,271-33.5% | $79,852-15.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.77% | 22.29%-7.5pp | 46.48%-31.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $4,049 | $2,692+50.4% | $3,660+10.6% | $2,471+63.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,145 | $4,401-28.5% | $5,948-47.1% | $5,306-40.7% |