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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 | $74,835 | $153,769-51.3% | $133,975-44.1% | $273,972-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.72% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.7pp |
| Employer contribution / active EE | $7,345 | $6,029+21.8% | $5,211+40.9% | $4,869+50.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,559 | $11,765-78.2% | $9,324-72.6% | $10,133-74.7% |