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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 | $60,962 | $98,776-38.3% | $149,745-59.3% | $79,856-23.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.99% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,334 | $3,217-27.5% | $4,646-49.8% | $2,471-5.6% |
| Participant deferral / active EE | $2,093 | $5,681-63.2% | $6,843-69.4% | $3,741-44.0% |
| Admin fee / account holder | $3,108 | $6,053-48.7% | $9,312-66.6% | $5,306-41.4% |