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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 | $66,024 | $146,267-54.9% | $197,124-66.5% | $82,448-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.81% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,742 | $4,723-41.9% | $6,227-56.0% | $2,551+7.5% |
| Participant deferral / active EE | $3,056 | $7,035-56.6% | $9,135-66.5% | $4,139-26.2% |
| Admin fee / account holder | $1,361 | $14,422-90.6% | $16,298-91.6% | $7,234-81.2% |