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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 | $160,368 | $136,307+17.7% | $106,619+50.4% | $273,972-41.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.82% | 11.05%-9.2pp | 9.42%-7.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $2,113 | $5,190-59.3% | $3,947-46.5% | $4,869-56.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,249 | $8,625-62.3% | $6,418-49.4% | $10,133-67.9% |