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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 | $117,228 | $136,307-14.0% | $106,619+10.0% | $273,972-57.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.44% | 11.05%-6.6pp | 9.42%-5.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,809 | $5,190-26.6% | $3,947-3.5% | $4,869-21.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,342 | $8,625-72.8% | $6,418-63.5% | $10,133-76.9% |