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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 | $77,592 | $54,757+41.7% | $90,304-14.1% | $72,975+6.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.70% | 30.63%-10.9pp | 78.13%-58.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $455 | $2,093-78.3% | $2,855-84.1% | $2,440-81.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,865 | $3,973+223.8% | $5,354+140.3% | $5,124+151.1% |