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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 | $62,803 | $138,393-54.6% | $184,256-65.9% | $80,959-22.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.64% | 20.01%-3.4pp | 28.85%-12.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,096 | $4,847-56.8% | $6,427-67.4% | $2,757-24.0% |
| Participant deferral / active EE | $2,932 | $7,076-58.6% | $9,133-67.9% | $4,300-31.8% |
| Admin fee / account holder | $879 | $10,489-91.6% | $13,899-93.7% | $6,925-87.3% |