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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 | $81,403-15.1% | $147,027-53.0% | $87,485-21.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.52% | 16.51%-4.0pp | 20.23%-7.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $4,702 | $2,205+113.2% | $3,626+29.7% | $2,596+81.1% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,726 | $6,755+44.0% | $12,223-20.4% | $7,775+25.1% |