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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 | $100,395 | $185,141-45.8% | $153,416-34.6% | $155,188-35.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.87% | 18.72%-2.9pp | 17.84%-2.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,468 | $4,489-22.8% | $3,764-7.9% | $4,248-18.4% |
| Participant deferral / active EE | $1,322 | $5,477-75.9% | $4,723-72.0% | $6,531-79.8% |
| Admin fee / account holder | $909 | $16,005-94.3% | $13,095-93.1% | $14,480-93.7% |