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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 | $72,910 | $95,453-23.6% | $112,040-34.9% | $82,448-11.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.58% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $6,187 | $2,318+166.9% | $2,954+109.4% | $2,551+142.5% |
| Participant deferral / active EE | $1,925 | $4,224-54.4% | $5,098-62.2% | $4,139-53.5% |
| Admin fee / account holder | $2,606 | $9,013-71.1% | $12,098-78.5% | $7,234-64.0% |