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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 | $69,693 | $98,766-29.4% | $149,730-53.5% | $79,852-12.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.70%-259.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,226 | $3,217-61.9% | $4,645-73.6% | $2,471-50.4% |
| Participant deferral / active EE | $2,005 | $5,681-64.7% | $6,843-70.7% | $3,740-46.4% |
| Admin fee / account holder | $556 | $6,052-90.8% | $9,310-94.0% | $5,306-89.5% |