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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 | $68,631 | $135,956-49.5% | $123,894-44.6% | $273,970-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.64% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $7,344 | $5,170+42.1% | $4,617+59.1% | $4,869+50.8% |
| Participant deferral / active EE | $1,508 | $6,343-76.2% | $5,984-74.8% | $5,287-71.5% |
| Admin fee / account holder | $510 | $9,817-94.8% | $8,357-93.9% | $10,132-95.0% |