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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 | $106,810 | $76,551+39.5% | $123,894-13.8% | $62,881+69.9% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,089 | $2,882-62.2% | $4,617-76.4% | $2,281-52.3% |
| Participant deferral / active EE | $1,933 | $4,840-60.1% | $5,984-67.7% | $3,203-39.6% |
| Admin fee / account holder | $3,355 | $4,826-30.5% | $8,357-59.9% | $4,296-21.9% |