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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 | $88,761 | $103,164-14.0% | $90,259-1.7% | $154,746-42.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 8.45% | 19.25%-10.8pp | 18.88%-10.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $742 | $2,532-70.7% | $2,291-67.6% | $4,379-83.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $381 | $8,593-95.6% | $7,267-94.8% | $14,365-97.3% |