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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 | $33,502 | $72,269-53.6% | $101,271-66.9% | $79,852-58.0% |
| Participation rate | 95.9% | 68.5%+27.4pp | 75.8%+20.1pp | 69.6%+26.2pp |
| Annual return | 14.26% | 22.29%-8.0pp | 46.48%-32.2pp | 31.72%-17.5pp |
| Employer contribution / active EE | $2,089 | $2,692-22.4% | $3,660-42.9% | $2,471-15.5% |
| Participant deferral / active EE | $412 | $3,282-87.4% | $4,371-90.6% | $3,740-89.0% |
| Admin fee / account holder | $2,264 | $4,401-48.6% | $5,948-61.9% | $5,306-57.3% |