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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 | $104,477 | $135,956-23.2% | $123,894-15.7% | $273,972-61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $4,200 | $5,170-18.8% | $4,617-9.0% | $4,869-13.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,300 | $9,817+188.3% | $8,357+238.6% | $10,133+179.3% |