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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 | $39,623 | $108,825-63.6% | $156,181-74.6% | $82,448-51.9% |
| Participation rate | 98.3% | 72.4%+26.0pp | 78.8%+19.5pp | 68.1%+30.3pp |
| Annual return | 13.59% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,292 | $2,870-55.0% | $4,294-69.9% | $2,551-49.3% |
| Participant deferral / active EE | $1,604 | $4,577-65.0% | $6,132-73.9% | $4,139-61.3% |
| Admin fee / account holder | $20,080 | $9,341+115.0% | $14,586+37.7% | $7,234+177.6% |