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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 | $100,392 | $254,759-60.6% | $216,567-53.6% | $198,609-49.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 11.20% | 10.04%+1.2pp | 12.94%-1.7pp | 202.70%-191.5pp |
| Employer contribution / active EE | $6,000 | $6,096-1.6% | $5,216+15.0% | $5,055+18.7% |
| Participant deferral / active EE | $2,000 | $6,948-71.2% | $6,191-67.7% | $6,977-71.3% |
| Admin fee / account holder | $2,456 | $26,311-90.7% | $21,981-88.8% | $19,030-87.1% |