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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 | $56,158 | $161,352-65.2% | $134,172-58.1% | $137,256-59.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.49% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,516 | $4,099+34.6% | $3,420+61.3% | $4,156+32.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,161 | $15,028-92.3% | $12,016-90.3% | $12,270-90.5% |