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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 | $74,396 | $81,403-8.6% | $147,027-49.4% | $87,485-15.0% |
| Participation rate | 93.9% | 63.4%+30.5pp | 73.7%+20.2pp | 68.9%+25.0pp |
| Annual return | 17.22% | 16.51%+0.7pp | 20.23%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,582 | $2,205-28.3% | $3,626-56.4% | $2,596-39.1% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,782 | $6,755-73.6% | $12,223-85.4% | $7,775-77.1% |