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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 | $74,490 | $98,776-24.6% | $149,745-50.3% | $79,856-6.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.18% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,119 | $3,217-65.2% | $4,646-75.9% | $2,471-54.7% |
| Participant deferral / active EE | $2,053 | $5,681-63.9% | $6,843-70.0% | $3,741-45.1% |
| Admin fee / account holder | $3,864 | $6,053-36.2% | $9,312-58.5% | $5,306-27.2% |