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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 | $73,529 | $72,388+1.6% | $111,392-34.0% | $64,173+14.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 5.39% | -1.50%+6.9pp | -2.06%+7.5pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,141 | $3,000-61.9% | $4,328-73.6% | $2,381-52.1% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,380 | $5,719-23.4% | $12,266-64.3% | $4,887-10.4% |