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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 | $50,539 | $71,353-29.2% | $92,805-45.5% | $86,983-41.9% |
| Participation rate | 76.8% | 80.9%-4.1pp | 83.5%-6.7pp | 69.5%+7.3pp |
| Annual return | 16.12% | 44.68%-28.6pp | 31.59%-15.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $795 | $2,468-67.8% | $3,424-76.8% | $2,584-69.2% |
| Participant deferral / active EE | $2,952 | $6,966-57.6% | $8,448-65.1% | $4,194-29.6% |
| Admin fee / account holder | $866 | $6,099-85.8% | $10,911-92.1% | $7,856-89.0% |