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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 | $78,520+17.0% | $96,576-4.9% | $82,448+11.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 16.07% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,007 | $2,630-23.7% | $3,553-43.5% | $2,551-21.3% |
| Participant deferral / active EE | $2,114 | $6,754-68.7% | $7,956-73.4% | $4,139-48.9% |
| Admin fee / account holder | $12,050 | $13,455-10.4% | $11,381+5.9% | $7,234+66.6% |