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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 | $43,715 | $106,588-59.0% | $94,215-53.6% | $155,188-71.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 70.0%+21.0pp | 80.8%+10.1pp |
| Annual return | 10.69% | 29.39%-18.7pp | 28.22%-17.5pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,205 | $3,080-60.9% | $2,675-55.0% | $4,248-71.6% |
| Participant deferral / active EE | $620 | $4,802-87.1% | $4,276-85.5% | $6,531-90.5% |
| Admin fee / account holder | $2,649 | $12,281-78.4% | $10,216-74.1% | $14,480-81.7% |