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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 | $137,205 | $86,940+57.8% | $102,434+33.9% | $80,935+69.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.75% | 18.89%-3.1pp | 29.46%-13.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,100 | $2,370-53.6% | $3,023-63.6% | $2,757-60.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,801 | $8,047-15.5% | $9,462-28.1% | $6,924-1.8% |