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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 | $83,649 | $135,956-38.5% | $123,894-32.5% | $273,972-69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $7,134 | $5,170+38.0% | $4,617+54.5% | $4,869+46.5% |
| Participant deferral / active EE | $1,112 | $6,343-82.5% | $5,984-81.4% | $5,287-79.0% |
| Admin fee / account holder | $3,296 | $9,817-66.4% | $8,357-60.6% | $10,133-67.5% |