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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 | $111,507 | $93,346+19.5% | $71,796+55.3% | $273,972-59.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.46% | 130.39%-127.9pp | 78.04%-75.6pp | 41.46%-39.0pp |
| Employer contribution / active EE | $5,010 | $2,733+83.3% | $1,924+160.3% | $4,869+2.9% |
| Participant deferral / active EE | $260 | $3,475-92.5% | $2,794-90.7% | $5,287-95.1% |
| Admin fee / account holder | $3,359 | $6,571-48.9% | $4,815-30.2% | $10,133-66.9% |