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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 | $80,946 | $60,349+34.1% | $74,184+9.1% | $62,881+28.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.57% | 21.38%-9.8pp | 17.74%-6.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,467 | $1,680-12.7% | $2,370-38.1% | $2,281-35.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,952 | $4,261-30.7% | $5,586-47.2% | $4,296-31.3% |