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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 | $86,169 | $132,310-34.9% | $105,754-18.5% | $273,972-68.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.58% | 10.08%-7.5pp | 12.25%-9.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $11,818 | $4,867+142.8% | $4,079+189.7% | $4,869+142.7% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,277 | $12,036-89.4% | $8,309-84.6% | $10,133-87.4% |