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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 | $89,147 | $72,404+23.1% | $110,243-19.1% | $64,173+38.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.40% | -6.29%+16.7pp | 314.76%-304.4pp | 7.63%+2.8pp |
| Employer contribution / active EE | $3,231 | $2,282+41.6% | $3,827-15.6% | $2,381+35.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,509 | $5,664+67.9% | $8,548+11.2% | $4,887+94.6% |