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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 | $50,511 | $76,551-34.0% | $123,894-59.2% | $62,881-19.7% |
| Participation rate | 83.0% | 73.0%+10.0pp | 81.4%+1.6pp | 69.3%+13.7pp |
| Annual return | 9.72% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $625 | $2,882-78.3% | $4,617-86.5% | $2,281-72.6% |
| Participant deferral / active EE | $1,881 | $4,840-61.1% | $5,984-68.6% | $3,203-41.3% |
| Admin fee / account holder | $847 | $4,826-82.4% | $8,357-89.9% | $4,296-80.3% |