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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 | $40,928 | $124,425-67.1% | $112,040-63.5% | $137,256-70.2% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 12.52% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,315 | $3,411-61.5% | $2,954-55.5% | $4,156-68.4% |
| Participant deferral / active EE | $1,168 | $5,718-79.6% | $5,098-77.1% | $6,407-81.8% |
| Admin fee / account holder | $22,273 | $15,207+46.5% | $12,098+84.1% | $12,270+81.5% |