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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 | $64,921 | $52,580+23.5% | $71,671-9.4% | $70,126-7.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 18.26% | 20.25%-2.0pp | 20.65%-2.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $12,420 | $1,616+668.7% | $2,460+404.9% | $2,343+430.2% |
| Participant deferral / active EE | $702 | $2,386-70.6% | $3,438-79.6% | $3,332-78.9% |
| Admin fee / account holder | $3,950 | $3,653+8.1% | $5,558-28.9% | $4,645-15.0% |