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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 | $107,122 | $215,361-50.3% | $171,082-37.4% | $273,972-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.29% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $7,711 | $4,967+55.2% | $4,002+92.7% | $4,869+58.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,946 | $10,846-36.0% | $8,520-18.5% | $10,133-31.4% |