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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 | $69,113 | $87,180-20.7% | $173,703-60.2% | $94,015-26.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | 12.52% | 14.17%-1.6pp | 17.46%-4.9pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,702 | $2,494+88.5% | $4,288+9.7% | $2,790+68.5% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,726 | $7,506+29.6% | $15,562-37.5% | $8,951+8.7% |