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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 | $61,508 | $153,769-60.0% | $133,975-54.1% | $273,972-77.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.47% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,089 | $6,029-32.2% | $5,211-21.5% | $4,869-16.0% |
| Participant deferral / active EE | $1,623 | $6,958-76.7% | $6,282-74.2% | $5,287-69.3% |
| Admin fee / account holder | $661 | $11,765-94.4% | $9,324-92.9% | $10,133-93.5% |