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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 | $84,403 | $114,013-26.0% | $103,693-18.6% | $155,188-45.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.97% | 49.31%-38.3pp | 47.61%-36.6pp | 148.84%-137.9pp |
| Employer contribution / active EE | $4,137 | $3,131+32.1% | $2,920+41.7% | $4,248-2.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,450 | $8,407-70.9% | $7,858-68.8% | $14,480-83.1% |