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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 | $77,896-11.3% | $134,172-48.5% | $82,448-16.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 12.52% | 18.21%-5.7pp | 25.30%-12.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,702 | $2,159+117.8% | $3,420+37.5% | $2,551+84.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,726 | $6,336+53.5% | $12,016-19.1% | $7,234+34.4% |