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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 | $143,969-57.0% | $199,883-69.0% | $82,637-25.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 16.33% | 25.67%-9.3pp | 43.81%-27.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $3,882 | $4,632-16.2% | $6,261-38.0% | $2,552+52.1% |
| Participant deferral / active EE | $1,134 | $6,937-83.7% | $9,138-87.6% | $4,126-72.5% |
| Admin fee / account holder | $8,697 | $14,597-40.4% | $17,268-49.6% | $7,339+18.5% |