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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 | $53,742 | $61,605-12.8% | $112,273-52.1% | $75,181-28.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.36% | 28.47%-12.1pp | 30.23%-13.9pp | 160.69%-144.3pp |
| Employer contribution / active EE | $2,306 | $2,015+14.4% | $3,431-32.8% | $2,671-13.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,535 | $4,862-27.3% | $7,752-54.4% | $5,650-37.4% |