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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 | $126,291 | $88,583+42.6% | $88,497+42.7% | $273,972-53.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.25% | 5.68%-1.4pp | 7.63%-3.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $5,061 | $4,502+12.4% | $4,036+25.4% | $4,869+3.9% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,361 | $8,980+59.9% | $6,220+130.9% | $10,133+41.7% |