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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 | $78,970 | $153,769-48.6% | $133,975-41.1% | $273,972-71.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.17% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,359 | $6,029-77.5% | $5,211-73.9% | $4,869-72.1% |
| Participant deferral / active EE | $2,384 | $6,958-65.7% | $6,282-62.0% | $5,287-54.9% |
| Admin fee / account holder | $17,208 | $11,765+46.3% | $9,324+84.5% | $10,133+69.8% |