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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 | $69,298 | $76,551-9.5% | $123,894-44.1% | $62,881+10.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.10% | 18.68%-4.6pp | 47.52%-33.4pp | 20.14%-6.0pp |
| Employer contribution / active EE | $2,426 | $2,882-15.8% | $4,617-47.4% | $2,281+6.4% |
| Participant deferral / active EE | $1,836 | $4,840-62.1% | $5,984-69.3% | $3,203-42.7% |
| Admin fee / account holder | $3,090 | $4,826-36.0% | $8,357-63.0% | $4,296-28.1% |