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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 | $56,361 | $87,166-35.3% | $76,735-26.6% | $137,256-58.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.56% | 26.50%-14.9pp | 29.77%-18.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,077 | $2,904+5.9% | $2,454+25.4% | $4,156-26.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,905 | $8,403-53.5% | $7,189-45.7% | $12,270-68.2% |