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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 | $111,851 | $136,307-17.9% | $106,619+4.9% | $273,972-59.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 78.0%+12.0pp | 83.0%+7.0pp |
| Annual return | 5.60% | 11.05%-5.5pp | 9.42%-3.8pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,999 | $5,190+15.6% | $3,947+52.0% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,591 | $8,625-35.2% | $6,418-12.9% | $10,133-44.8% |