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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 | $114,565 | $153,311-25.3% | $109,313+4.8% | $273,972-58.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.16% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $18,529 | $5,619+229.7% | $3,892+376.1% | $4,869+280.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,195 | $8,076-60.4% | $5,666-43.6% | $10,133-68.5% |