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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 | $61,179 | $94,031-34.9% | $115,768-47.2% | $82,448-25.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 12.92% | 20.61%-7.7pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $683 | $2,323-70.6% | $2,940-76.8% | $2,551-73.2% |
| Participant deferral / active EE | $1,606 | $3,972-59.6% | $4,917-67.3% | $4,139-61.2% |
| Admin fee / account holder | $9,481 | $10,249-7.5% | $12,439-23.8% | $7,234+31.1% |