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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 | $55,319 | $81,476-32.1% | $102,383-46.0% | $80,925-31.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 22.53% | 25.59%-3.1pp | 24.94%-2.4pp | 35.65%-13.1pp |
| Employer contribution / active EE | $10,058 | $3,105+224.0% | $3,870+159.9% | $2,756+264.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,527 | $6,717-17.7% | $8,391-34.1% | $6,940-20.4% |