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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 | $73,109 | $58,828+24.3% | $78,002-6.3% | $62,881+16.3% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 5.67% | 17.16%-11.5pp | 425.99%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,325 | $1,672-20.8% | $2,470-46.4% | $2,281-41.9% |
| Participant deferral / active EE | $786 | $2,686-70.7% | $3,497-77.5% | $3,203-75.5% |
| Admin fee / account holder | $1,448 | $4,393-67.0% | $5,481-73.6% | $4,296-66.3% |