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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 | $72,394 | $81,504-11.2% | $102,437-29.3% | $80,959-10.6% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 22.98% | 25.60%-2.6pp | 24.95%-2.0pp | 35.67%-12.7pp |
| Employer contribution / active EE | $2,197 | $3,104-29.2% | $3,871-43.2% | $2,757-20.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,253 | $6,719-81.4% | $8,388-85.1% | $6,925-81.9% |