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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 | $71,996 | $83,485-13.8% | $125,180-42.5% | $72,983-1.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.37% | 25.78%-7.4pp | 43.79%-25.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $3,704 | $2,346+57.9% | $3,866-4.2% | $2,440+51.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,172 | $5,518-24.4% | $9,703-57.0% | $5,124-18.6% |