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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 | $61,610 | $104,098-40.8% | $140,514-56.2% | $94,015-34.5% |
| Participation rate | 94.7% | 73.7%+21.0pp | 77.8%+16.9pp | 70.8%+23.9pp |
| Annual return | 17.91% | 15.14%+2.8pp | 14.36%+3.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $7,287 | $2,388+205.1% | $3,378+115.7% | $2,790+161.2% |
| Participant deferral / active EE | $501 | $4,033-87.6% | $4,919-89.8% | $4,249-88.2% |
| Admin fee / account holder | $560 | $10,439-94.6% | $13,697-95.9% | $8,951-93.7% |