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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 | $109,076 | $135,905-19.7% | $126,068-13.5% | $198,609-45.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 4.32% | 14.07%-9.7pp | 15.01%-10.7pp | 202.70%-198.4pp |
| Employer contribution / active EE | $1,870 | $4,245-55.9% | $3,968-52.9% | $5,055-63.0% |
| Participant deferral / active EE | $3,013 | $8,523-64.7% | $8,214-63.3% | $6,977-56.8% |
| Admin fee / account holder | $11,359 | $21,036-46.0% | $18,264-37.8% | $19,030-40.3% |