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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 | $65,349 | $58,523+11.7% | $99,470-34.3% | $72,983-10.5% |
| Participation rate | 70.4% | 64.6%+5.7pp | 73.8%-3.5pp | 69.5%+0.9pp |
| Annual return | 21.00% | 28.51%-7.5pp | 30.72%-9.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,852 | $1,512+22.5% | $2,540-27.1% | $2,440-24.1% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $734 | $4,102-82.1% | $6,252-88.3% | $5,124-85.7% |