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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 | $114,712-65.5% | $173,730-77.2% | $87,485-54.7% |
| Participation rate | 98.3% | 73.0%+25.3pp | 79.6%+18.8pp | 68.9%+29.4pp |
| Annual return | 13.59% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,292 | $2,904-55.5% | $4,577-71.8% | $2,596-50.2% |
| Participant deferral / active EE | $1,604 | $4,642-65.5% | $6,326-74.7% | $4,274-62.5% |
| Admin fee / account holder | $20,080 | $10,210+96.7% | $17,523+14.6% | $7,775+158.3% |