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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 | $82,852 | $123,478-32.9% | $216,567-61.7% | $94,015-11.9% |
| Participation rate | 94.9% | 75.1%+19.8pp | 81.6%+13.2pp | 70.8%+24.1pp |
| Annual return | 11.91% | 23.61%-11.7pp | 12.94%-1.0pp | 17.84%-5.9pp |
| Employer contribution / active EE | $2,140 | $3,136-31.7% | $5,216-59.0% | $2,790-23.3% |
| Participant deferral / active EE | $1,660 | $4,556-63.6% | $6,191-73.2% | $4,249-60.9% |
| Admin fee / account holder | $12,633 | $12,753-0.9% | $21,981-42.5% | $8,951+41.1% |