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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 | $74,587 | $138,366-46.1% | $184,185-59.5% | $80,911-7.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 15.14% | 20.02%-4.9pp | 28.81%-13.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $3,136 | $4,849-35.3% | $6,426-51.2% | $2,756+13.8% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,590 | $10,484-27.6% | $13,909-45.4% | $6,935+9.5% |