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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 | $97,636 | $77,460+26.0% | $100,378-2.7% | $80,925+20.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.84% | 37.24%-22.4pp | 49.41%-34.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,643 | $2,801-5.6% | $3,942-33.0% | $2,756-4.1% |
| Participant deferral / active EE | $2,416 | $6,818-64.6% | $8,087-70.1% | $4,299-43.8% |
| Admin fee / account holder | $4,671 | $5,887-20.7% | $7,899-40.9% | $6,940-32.7% |