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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 | $62,710 | $81,276-22.8% | $155,574-59.7% | $80,925-22.5% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.7%+22.8pp |
| Annual return | 21.94% | 33.36%-11.4pp | 64.87%-42.9pp | 35.65%-13.7pp |
| Employer contribution / active EE | $1,219 | $3,103-60.7% | $4,676-73.9% | $2,756-55.8% |
| Participant deferral / active EE | $114 | $3,453-96.7% | $5,629-98.0% | $4,299-97.3% |
| Admin fee / account holder | $4,473 | $7,993-44.0% | $15,914-71.9% | $6,940-35.6% |