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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 | $61,951 | $135,956-54.4% | $123,894-50.0% | $273,972-77.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,359 | $5,170+23.0% | $4,617+37.7% | $4,869+30.6% |
| Participant deferral / active EE | $1,574 | $6,343-75.2% | $5,984-73.7% | $5,287-70.2% |
| Admin fee / account holder | $888 | $9,817-91.0% | $8,357-89.4% | $10,133-91.2% |