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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 | $171,563 | $65,041+163.8% | $90,965+88.6% | $79,858+114.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.07% | 30.45%-19.4pp | 134.57%-123.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,069 | $1,247+65.9% | $2,122-2.5% | $2,471-16.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,236 | $4,536-28.7% | $5,960-45.7% | $5,306-39.0% |