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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 | $160,630 | $215,361-25.4% | $171,082-6.1% | $273,972-41.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.61% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $7,500 | $4,967+51.0% | $4,002+87.4% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,743 | $10,846-28.6% | $8,520-9.1% | $10,133-23.6% |