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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 | $73,474 | $94,315-22.1% | $239,403-69.3% | $116,462-36.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 82.2%+17.8pp | 74.7%+25.3pp |
| Annual return | 26.86% | 19.05%+7.8pp | 3.34%+23.5pp | 15.65%+11.2pp |
| Employer contribution / active EE | $1,204 | $1,745-31.0% | $4,656-74.1% | $3,231-62.7% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $1,470 | $9,071-83.8% | $21,121-93.0% | $12,754-88.5% |