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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 | $70,573 | $114,712-38.5% | $173,730-59.4% | $87,485-19.3% |
| Participation rate | 76.7% | 73.0%+3.7pp | 79.6%-2.9pp | 68.9%+7.7pp |
| Annual return | 14.28% | 20.18%-5.9pp | 19.96%-5.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,336 | $2,904-54.0% | $4,577-70.8% | $2,596-48.5% |
| Participant deferral / active EE | $932 | $4,642-79.9% | $6,326-85.3% | $4,274-78.2% |
| Admin fee / account holder | $6,282 | $10,210-38.5% | $17,523-64.1% | $7,775-19.2% |