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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 | $87,812 | $146,267-40.0% | $197,124-55.5% | $82,448+6.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.86% | 29.61%-11.8pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,087 | $4,723-55.8% | $6,227-66.5% | $2,551-18.2% |
| Participant deferral / active EE | $2,883 | $7,035-59.0% | $9,135-68.4% | $4,139-30.4% |
| Admin fee / account holder | $7,836 | $14,422-45.7% | $16,298-51.9% | $7,234+8.3% |