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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 | $87,887 | $71,353+23.2% | $92,805-5.3% | $86,983+1.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 14.75% | 44.68%-29.9pp | 31.59%-16.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,896 | $2,468-23.2% | $3,424-44.6% | $2,584-26.6% |
| Participant deferral / active EE | $3,027 | $6,966-56.5% | $8,448-64.2% | $4,194-27.8% |
| Admin fee / account holder | $3,052 | $6,099-50.0% | $10,911-72.0% | $7,856-61.1% |