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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 | $85,618 | $199,109-57.0% | $173,730-50.7% | $154,746-44.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.42% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,686 | $5,311-49.4% | $4,577-41.3% | $4,379-38.7% |
| Participant deferral / active EE | $1,964 | $7,113-72.4% | $6,326-68.9% | $6,730-70.8% |
| Admin fee / account holder | $3,132 | $20,916-85.0% | $17,523-82.1% | $14,365-78.2% |