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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 | $44,057 | $101,798-56.7% | $165,071-73.3% | $80,935-45.6% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.7%+30.7pp |
| Annual return | 10.71% | 16.73%-6.0pp | 70.17%-59.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $3,205 | $2,954+8.5% | $4,347-26.3% | $2,757+16.3% |
| Participant deferral / active EE | $402 | $4,476-91.0% | $6,035-93.3% | $4,299-90.7% |
| Admin fee / account holder | $757 | $8,221-90.8% | $12,695-94.0% | $6,924-89.1% |