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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 | $47,823 | $91,559-47.8% | $133,978-64.3% | $79,856-40.1% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.0pp |
| Annual return | 12.93% | 61.85%-48.9pp | 45.10%-32.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,315 | $2,384-44.8% | $3,919-66.4% | $2,471-46.8% |
| Participant deferral / active EE | $1,326 | $3,734-64.5% | $5,047-73.7% | $3,741-64.5% |
| Admin fee / account holder | $4,443 | $6,321-29.7% | $8,930-50.3% | $5,306-16.3% |