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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 | $56,880 | $114,013-50.1% | $103,693-45.1% | $155,188-63.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.24% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $7,444 | $3,131+137.7% | $2,920+154.9% | $4,248+75.2% |
| Participant deferral / active EE | $225 | $4,970-95.5% | $4,579-95.1% | $6,531-96.6% |
| Admin fee / account holder | $7,775 | $8,407-7.5% | $7,858-1.1% | $14,480-46.3% |