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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 | $61,910 | $79,894-22.5% | $135,792-54.4% | $82,637-25.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 13.62% | 17.20%-3.6pp | 25.96%-12.3pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,325 | $2,165+7.4% | $3,496-33.5% | $2,552-8.9% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,311 | $6,434-48.5% | $12,266-73.0% | $7,339-54.9% |