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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 | $61,872 | $146,267-57.7% | $197,124-68.6% | $82,448-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.33% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,882 | $4,723-17.8% | $6,227-37.7% | $2,551+52.2% |
| Participant deferral / active EE | $1,134 | $7,035-83.9% | $9,135-87.6% | $4,139-72.6% |
| Admin fee / account holder | $8,697 | $14,422-39.7% | $16,298-46.6% | $7,234+20.2% |