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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 | $91,884 | $71,353+28.8% | $92,805-1.0% | $86,983+5.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 44.68%-28.6pp | 31.59%-15.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $2,007 | $2,468-18.7% | $3,424-41.4% | $2,584-22.3% |
| Participant deferral / active EE | $2,114 | $6,966-69.7% | $8,448-75.0% | $4,194-49.6% |
| Admin fee / account holder | $12,050 | $6,099+97.6% | $10,911+10.4% | $7,856+53.4% |