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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 | $40,820 | $80,983-49.6% | $96,544-57.7% | $75,177-45.7% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.0pp |
| Annual return | 14.12% | 27.05%-12.9pp | 25.88%-11.8pp | 160.75%-146.6pp |
| Employer contribution / active EE | $1,916 | $2,282-16.1% | $2,966-35.4% | $2,671-28.3% |
| Participant deferral / active EE | $1,144 | $3,929-70.9% | $4,851-76.4% | $4,126-72.3% |
| Admin fee / account holder | $4,649 | $6,717-30.8% | $8,254-43.7% | $5,651-17.7% |