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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 | $100,924 | $78,672+28.3% | $109,163-7.5% | $85,856+17.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.93% | 25.09%-6.2pp | 25.75%-6.8pp | 318.58%-299.6pp |
| Employer contribution / active EE | $2,500 | $2,734-8.5% | $3,723-32.8% | $2,565-2.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,422 | $5,470-0.9% | $6,754-19.7% | $6,261-13.4% |