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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 | $100,194-41.7% | $122,979-52.5% | $86,983-32.9% |
| Participation rate | 96.5% | 73.0%+23.5pp | 77.2%+19.3pp | 69.5%+26.9pp |
| Annual return | 16.08% | 16.47%-0.4pp | 20.12%-4.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,870 | $2,326-19.6% | $3,062-38.9% | $2,584-27.6% |
| Participant deferral / active EE | $1,892 | $4,133-54.2% | $5,003-62.2% | $4,194-54.9% |
| Admin fee / account holder | $588 | $10,148-94.2% | $12,864-95.4% | $7,856-92.5% |