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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 | $41,499 | $67,894-38.9% | $89,340-53.5% | $82,448-49.7% |
| Participation rate | 98.0% | 64.0%+33.9pp | 69.6%+28.4pp | 68.1%+29.9pp |
| Annual return | 16.71% | 19.21%-2.5pp | 20.57%-3.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,980 | $1,828+117.7% | $2,231+78.4% | $2,551+56.0% |
| Participant deferral / active EE | $1,035 | $3,072-66.3% | $3,823-72.9% | $4,139-75.0% |
| Admin fee / account holder | $5,268 | $5,723-8.0% | $6,704-21.4% | $7,234-27.2% |