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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 | $32,460 | $84,236-61.5% | $170,439-81.0% | $70,124-53.7% |
| Participation rate | 97.0% | 70.8%+26.2pp | 83.6%+13.4pp | 69.5%+27.5pp |
| Annual return | 18.51% | 23.06%-4.6pp | 205.94%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,857 | $3,387-45.2% | $5,433-65.8% | $2,342-20.7% |
| Participant deferral / active EE | $473 | $3,086-84.7% | $4,939-90.4% | $3,332-85.8% |
| Admin fee / account holder | $1,518 | $5,698-73.4% | $13,881-89.1% | $4,645-67.3% |