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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 | $64,273 | $102,638-37.4% | $81,991-21.6% | $158,966-59.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 22.67% | 61.05%-38.4pp | 41.31%-18.6pp | 302.95%-280.3pp |
| Employer contribution / active EE | $4,729 | $3,241+45.9% | $2,498+89.3% | $4,762-0.7% |
| Participant deferral / active EE | $1,035 | $4,649-77.7% | $3,722-72.2% | $5,983-82.7% |
| Admin fee / account holder | $1,104 | $8,237-86.6% | $5,665-80.5% | $11,250-90.2% |