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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 | $138,386-46.1% | $184,260-59.5% | $80,935-7.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+28.9pp |
| Annual return | 15.14% | 20.02%-4.9pp | 28.84%-13.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,136 | $4,851-35.3% | $6,427-51.2% | $2,757+13.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,590 | $10,489-27.6% | $13,898-45.4% | $6,924+9.6% |