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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 | $84,780 | $76,834+10.3% | $108,359-21.8% | $87,485-3.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.74% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,077 | $1,556+97.7% | $2,399+28.2% | $2,596+18.5% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,649 | $6,537-44.2% | $9,741-62.5% | $7,775-53.1% |