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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 | $69,796 | $96,731-27.8% | $123,973-43.7% | $86,983-19.8% |
| Participation rate | 94.4% | 70.0%+24.4pp | 76.7%+17.8pp | 69.5%+24.9pp |
| Annual return | 15.58% | 17.33%-1.7pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,291 | $3,297-30.5% | $4,126-44.5% | $2,584-11.3% |
| Participant deferral / active EE | $204 | $4,152-95.1% | $5,247-96.1% | $4,194-95.1% |
| Admin fee / account holder | $8,742 | $8,722+0.2% | $11,799-25.9% | $7,856+11.3% |