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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 | $60,092 | $153,769-60.9% | $133,975-55.1% | $273,972-78.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.88% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,475 | $6,029+7.4% | $5,211+24.3% | $4,869+33.0% |
| Participant deferral / active EE | $2,317 | $6,958-66.7% | $6,282-63.1% | $5,287-56.2% |
| Admin fee / account holder | $1,790 | $11,765-84.8% | $9,324-80.8% | $10,133-82.3% |