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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 | $75,288 | $113,338-33.6% | $94,993-20.7% | $147,586-49.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.34% | 20.80%-7.5pp | 27.14%-13.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $3,744 | $3,160+18.5% | $2,603+43.8% | $4,876-23.2% |
| Participant deferral / active EE | $275 | $3,777-92.7% | $3,317-91.7% | $5,439-95.0% |
| Admin fee / account holder | $2,340 | $6,063-61.4% | $4,960-52.8% | $10,886-78.5% |