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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 | $81,457-48.4% | $103,378-59.4% | $80,911-48.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.6%+31.2pp |
| Annual return | 15.04% | 25.58%-10.5pp | 24.91%-9.9pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,413 | $3,107-22.4% | $3,870-37.7% | $2,756-12.5% |
| Participant deferral / active EE | $631 | $3,871-83.7% | $5,058-87.5% | $4,297-85.3% |
| Admin fee / account holder | $1,388 | $6,717-79.3% | $8,401-83.5% | $6,935-80.0% |