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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 | $84,016 | $149,679-43.9% | $117,039-28.2% | $147,586-43.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.64% | 19.31%-9.7pp | 18.95%-9.3pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,857 | $4,937-42.1% | $3,785-24.5% | $4,876-41.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,963 | $7,856-75.0% | $5,974-67.1% | $10,886-82.0% |