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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 | $84,909 | $106,864-20.5% | $147,318-42.4% | $82,637+2.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.56% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-36.9pp |
| Employer contribution / active EE | $14,429 | $3,417+322.3% | $4,593+214.2% | $2,552+465.4% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,361 | $8,415-83.8% | $13,708-90.1% | $7,339-81.5% |