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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 | $72,607-42.8% | $90,259-54.0% | $87,485-52.6% |
| Participation rate | 98.0% | 64.8%+33.2pp | 70.7%+27.2pp | 68.9%+29.0pp |
| Annual return | 16.71% | 18.59%-1.9pp | 18.88%-2.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,980 | $1,919+107.3% | $2,291+73.7% | $2,596+53.3% |
| Participant deferral / active EE | $1,035 | $3,055-66.1% | $3,827-73.0% | $4,274-75.8% |
| Admin fee / account holder | $5,268 | $5,947-11.4% | $7,267-27.5% | $7,775-32.2% |