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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 | $79,900 | $106,588-25.0% | $94,215-15.2% | $155,188-48.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 13.14% | 29.39%-16.3pp | 28.22%-15.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,417 | $3,080+10.9% | $2,675+27.7% | $4,248-19.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,290 | $12,281-89.5% | $10,216-87.4% | $14,480-91.1% |