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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 | $38,271 | $117,846-67.5% | $102,434-62.6% | $145,884-73.8% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 8.90% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,069 | $3,615-42.8% | $3,023-31.5% | $4,662-55.6% |
| Participant deferral / active EE | $541 | $5,733-90.6% | $5,055-89.3% | $6,690-91.9% |
| Admin fee / account holder | $1,718 | $13,356-87.1% | $9,462-81.8% | $13,392-87.2% |