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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 | $75,145 | $71,215+5.5% | $93,696-19.8% | $80,935-7.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 23.37% | 11.27%+12.1pp | 133.74%-110.4pp | 35.66%-12.3pp |
| Employer contribution / active EE | $4,620 | $1,565+195.2% | $2,422+90.8% | $2,757+67.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,431 | $6,958-79.4% | $8,287-82.7% | $6,924-79.3% |