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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 | $74,943 | $99,875-25.0% | $146,866-49.0% | $86,983-13.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.40% | 28.10%-6.7pp | 102.85%-81.5pp | 25.83%-4.4pp |
| Employer contribution / active EE | $4,530 | $3,224+40.5% | $4,425+2.4% | $2,584+75.3% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,765 | $7,838-64.7% | $13,620-79.7% | $7,856-64.8% |