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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 | $77,710 | $78,520-1.0% | $96,576-19.5% | $82,448-5.7% |
| Participation rate | 96.8% | 77.7%+19.0pp | 81.4%+15.3pp | 68.1%+28.7pp |
| Annual return | 15.12% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,632 | $2,630-37.9% | $3,553-54.1% | $2,551-36.0% |
| Participant deferral / active EE | $1,632 | $6,754-75.8% | $7,956-79.5% | $4,139-60.6% |
| Admin fee / account holder | $564 | $13,455-95.8% | $11,381-95.0% | $7,234-92.2% |