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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 | $62,705 | $181,896-65.5% | $156,551-59.9% | $273,972-77.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.37% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $3,878 | $6,248-37.9% | $5,501-29.5% | $4,869-20.4% |
| Participant deferral / active EE | $802 | $5,550-85.6% | $4,871-83.5% | $5,287-84.8% |
| Admin fee / account holder | $1,457 | $15,560-90.6% | $13,028-88.8% | $10,133-85.6% |