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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 | $65,659 | $67,602-2.9% | $82,312-20.2% | $70,126-6.4% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,526 | $1,755+43.9% | $2,428+4.0% | $2,343+7.8% |
| Participant deferral / active EE | $1,122 | $2,987-62.4% | $3,706-69.7% | $3,332-66.3% |
| Admin fee / account holder | $8,160 | $4,512+80.9% | $5,608+45.5% | $4,645+75.7% |