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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 | $70,242 | $67,602+3.9% | $82,312-14.7% | $70,126+0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.82% | 21.57%-1.7pp | 25.88%-6.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $13,446 | $1,755+666.2% | $2,428+453.7% | $2,343+474.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,174 | $4,512-7.5% | $5,608-25.6% | $4,645-10.1% |