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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 | $75,879 | $167,533-54.7% | $151,645-50.0% | $134,545-43.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 4.80% | 7.81%-3.0pp | 3.34%+1.5pp | 418.37%-413.6pp |
| Employer contribution / active EE | $6,000 | $6,828-12.1% | $6,165-2.7% | $4,742+26.5% |
| Participant deferral / active EE | $2,603 | $8,985-71.0% | $8,363-68.9% | $6,401-59.3% |
| Admin fee / account holder | $23,216 | $13,781+68.5% | $11,614+99.9% | $11,431+103.1% |