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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 | $59,721 | $181,896-67.2% | $156,551-61.9% | $273,972-78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.70% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,136 | $6,248-33.8% | $5,501-24.8% | $4,869-15.1% |
| Participant deferral / active EE | $1,760 | $5,550-68.3% | $4,871-63.9% | $5,287-66.7% |
| Admin fee / account holder | $1,095 | $15,560-93.0% | $13,028-91.6% | $10,133-89.2% |