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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 | $102,677 | $135,956-24.5% | $123,894-17.1% | $273,972-62.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.00% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,106 | $5,170-78.6% | $4,617-76.1% | $4,869-77.3% |
| Participant deferral / active EE | $611 | $6,343-90.4% | $5,984-89.8% | $5,287-88.4% |
| Admin fee / account holder | $5,934 | $9,817-39.6% | $8,357-29.0% | $10,133-41.4% |