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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 | $76,142 | $215,361-64.6% | $171,082-55.5% | $273,972-72.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 76.7%+17.1pp | 83.0%+10.7pp |
| Annual return | 9.68% | 25.14%-15.5pp | 32.56%-22.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $4,688 | $4,967-5.6% | $4,002+17.1% | $4,869-3.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,226 | $10,846-88.7% | $8,520-85.6% | $10,133-87.9% |