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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 | $88,490 | $60,349+46.6% | $74,184+19.3% | $62,881+40.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.03% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $3,333 | $1,680+98.4% | $2,370+40.6% | $2,281+46.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,683 | $4,261-13.6% | $5,586-34.1% | $4,296-14.3% |