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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 | $69,930 | $86,050-18.7% | $189,758-63.1% | $94,015-25.6% |
| Participation rate | 92.9% | 68.9%+24.0pp | 79.8%+13.1pp | 70.8%+22.0pp |
| Annual return | 14.51% | 17.77%-3.3pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,469 | $2,819-47.9% | $4,767-69.2% | $2,790-47.4% |
| Participant deferral / active EE | $114 | $3,349-96.6% | $5,856-98.0% | $4,249-97.3% |
| Admin fee / account holder | $1,744 | $6,627-73.7% | $20,388-91.4% | $8,951-80.5% |