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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 | $99,041 | $60,349+64.1% | $74,184+33.5% | $62,881+57.5% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 7.00% | 21.38%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,875 | $1,680+11.6% | $2,370-20.9% | $2,281-17.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,409 | $4,261-66.9% | $5,586-74.8% | $4,296-67.2% |