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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 | $70,967 | $87,733-19.1% | $106,555-33.4% | $85,847-17.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.14% | 21.86%-4.7pp | 26.80%-9.7pp | 318.61%-301.5pp |
| Employer contribution / active EE | $1,561 | $2,073-24.7% | $2,819-44.6% | $2,565-39.1% |
| Participant deferral / active EE | $1,270 | $3,469-63.4% | $4,399-71.1% | $3,952-67.9% |
| Admin fee / account holder | $11,528 | $6,767+70.4% | $7,408+55.6% | $6,261+84.1% |