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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 | $46,401 | $65,712-29.4% | $57,196-18.9% | $273,972-83.1% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.62% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $898 | $3,280-72.6% | $2,683-66.5% | $4,869-81.6% |
| Participant deferral / active EE | $660 | $3,782-82.5% | $3,096-78.7% | $5,287-87.5% |
| Admin fee / account holder | $2,227 | $4,838-54.0% | $3,141-29.1% | $10,133-78.0% |