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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 | $91,613 | $88,707+3.3% | $74,184+23.5% | $273,972-66.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 10.85% | 11.94%-1.1pp | 17.74%-6.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $4,000 | $3,159+26.6% | $2,370+68.8% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $83,566 | $8,717+858.7% | $5,586+1396.1% | $10,133+724.7% |