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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 | $67,074 | $95,453-29.7% | $112,040-40.1% | $82,448-18.6% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.5%-2.2pp | 68.1%+6.2pp |
| Annual return | 21.90% | 23.92%-2.0pp | 24.52%-2.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,436 | $4,224-66.0% | $5,098-71.8% | $4,139-65.3% |
| Admin fee / account holder | $1,797 | $9,013-80.1% | $12,098-85.1% | $7,234-75.2% |