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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 | $100,735 | $123,793-18.6% | $177,848-43.4% | $79,856+26.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.05% | 22.82%-7.8pp | 48.33%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,667 | $4,095-10.5% | $5,919-38.0% | $2,471+48.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,817 | $7,243-33.5% | $12,431-61.3% | $5,306-9.2% |