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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 | $34,730 | $153,769-77.4% | $133,975-74.1% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.94% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,992 | $6,029-67.0% | $5,211-61.8% | $4,869-59.1% |
| Participant deferral / active EE | $759 | $6,958-89.1% | $6,282-87.9% | $5,287-85.7% |
| Admin fee / account holder | $3,970 | $11,765-66.3% | $9,324-57.4% | $10,133-60.8% |