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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 | $64,341 | $215,361-70.1% | $171,082-62.4% | $273,972-76.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.30% | 25.14%-20.8pp | 32.56%-28.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $6,836 | $4,967+37.6% | $4,002+70.8% | $4,869+40.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $534 | $10,846-95.1% | $8,520-93.7% | $10,133-94.7% |