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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 | $61,610 | $95,453-35.5% | $112,040-45.0% | $82,448-25.3% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 17.91% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,287 | $2,318+214.4% | $2,954+146.7% | $2,551+185.7% |
| Participant deferral / active EE | $501 | $4,224-88.1% | $5,098-90.2% | $4,139-87.9% |
| Admin fee / account holder | $560 | $9,013-93.8% | $12,098-95.4% | $7,234-92.3% |