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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 | $57,542 | $81,476-29.4% | $102,383-43.8% | $80,925-28.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 18.89% | 25.59%-6.7pp | 24.94%-6.0pp | 35.65%-16.8pp |
| Employer contribution / active EE | $8,701 | $3,105+180.2% | $3,870+124.8% | $2,756+215.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,842 | $6,717-72.6% | $8,391-78.1% | $6,940-73.5% |