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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 | $52,908 | $153,769-65.6% | $133,975-60.5% | $273,972-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.08% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $4,739 | $6,029-21.4% | $5,211-9.1% | $4,869-2.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,142 | $11,765+11.7% | $9,324+40.9% | $10,133+29.7% |