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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 | $23,210 | $106,974-78.3% | $90,796-74.4% | $138,895-83.3% |
| Participation rate | 87.0% | 74.9%+12.1pp | 69.5%+17.5pp | 79.9%+7.0pp |
| Annual return | 15.17% | 20.10%-4.9pp | 19.29%-4.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,519 | $2,609-41.8% | $2,294-33.8% | $4,194-63.8% |
| Participant deferral / active EE | $784 | $4,455-82.4% | $3,822-79.5% | $6,396-87.7% |
| Admin fee / account holder | $5,282 | $8,626-38.8% | $7,024-24.8% | $12,562-58.0% |