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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 | $95,932 | $90,486+6.0% | $78,676+21.9% | $273,972-65.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.76% | 75.62%-71.9pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,966 | $3,175+24.9% | $2,850+39.2% | $4,869-18.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,768 | $5,263+47.6% | $4,510+72.2% | $10,133-23.3% |