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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 | $81,389 | $101,778-20.0% | $164,975-50.7% | $80,925+0.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.30% | 16.73%-2.4pp | 70.12%-55.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,222 | $2,954-24.8% | $4,343-48.8% | $2,756-19.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,771 | $8,221-42.0% | $12,688-62.4% | $6,940-31.3% |