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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 | $59,610 | $125,797-52.6% | $170,043-64.9% | $75,173-20.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.22% | 27.20%-13.0pp | 53.40%-39.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,499 | $4,616-67.5% | $6,790-77.9% | $2,671-43.9% |
| Participant deferral / active EE | $2,992 | $6,838-56.2% | $10,410-71.3% | $4,126-27.5% |
| Admin fee / account holder | $15,381 | $8,177+88.1% | $12,824+19.9% | $5,651+172.2% |