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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 | $53,765 | $138,385-61.1% | $184,243-70.8% | $80,925-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.28% | 20.02%-1.7pp | 28.82%-10.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $3,583 | $4,851-26.1% | $6,427-44.3% | $2,756+30.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,747 | $10,489-16.6% | $13,914-37.1% | $6,940+26.0% |