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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 | $66,813 | $136,307-51.0% | $106,619-37.3% | $273,972-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.53% | 11.05%-4.5pp | 9.42%-2.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,030 | $5,190-60.9% | $3,947-48.6% | $4,869-58.3% |
| Participant deferral / active EE | $921 | $4,969-81.5% | $3,930-76.6% | $5,287-82.6% |
| Admin fee / account holder | $1,857 | $8,625-78.5% | $6,418-71.1% | $10,133-81.7% |