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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 | $58,385 | $95,404-38.8% | $113,397-48.5% | $82,637-29.3% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.5%+20.0pp | 68.1%+28.4pp |
| Annual return | 16.08% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,870 | $2,307-18.9% | $2,977-37.2% | $2,552-26.7% |
| Participant deferral / active EE | $1,892 | $4,220-55.2% | $5,076-62.7% | $4,126-54.2% |
| Admin fee / account holder | $588 | $9,168-93.6% | $11,957-95.1% | $7,339-92.0% |