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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 | $42,008 | $81,476-48.4% | $102,383-59.0% | $80,925-48.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.7%+31.2pp |
| Annual return | 15.04% | 25.59%-10.5pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,413 | $3,105-22.3% | $3,870-37.7% | $2,756-12.5% |
| Participant deferral / active EE | $631 | $3,871-83.7% | $5,060-87.5% | $4,299-85.3% |
| Admin fee / account holder | $1,388 | $6,717-79.3% | $8,391-83.5% | $6,940-80.0% |