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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 | $71,759 | $153,769-53.3% | $133,975-46.4% | $273,972-73.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.46% | 36.51%-31.1pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,359 | $6,029-44.3% | $5,211-35.5% | $4,869-31.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,639 | $11,765-52.1% | $9,324-39.5% | $10,133-44.4% |