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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 | $86,145 | $181,896-52.6% | $156,551-45.0% | $273,972-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.29% | 30.74%-26.5pp | 32.23%-27.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $5,701 | $6,248-8.8% | $5,501+3.6% | $4,869+17.1% |
| Participant deferral / active EE | $1,450 | $5,550-73.9% | $4,871-70.2% | $5,287-72.6% |
| Admin fee / account holder | $11,688 | $15,560-24.9% | $13,028-10.3% | $10,133+15.3% |