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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 | $80,664 | $135,956-40.7% | $123,894-34.9% | $273,972-70.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 4.76% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,875 | $5,170-5.7% | $4,617+5.6% | $4,869+0.1% |
| Participant deferral / active EE | $1,069 | $6,343-83.2% | $5,984-82.1% | $5,287-79.8% |
| Admin fee / account holder | $2,400 | $9,817-75.6% | $8,357-71.3% | $10,133-76.3% |