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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 | $55,790 | $72,027-22.5% | $185,861-70.0% | $79,856-30.1% |
| Participation rate | 88.0% | 65.8%+22.2pp | 78.0%+10.0pp | 69.6%+18.4pp |
| Annual return | 16.35% | 23.13%-6.8pp | 35.96%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,261 | $1,965-35.8% | $4,088-69.2% | $2,471-49.0% |
| Participant deferral / active EE | $682 | $3,780-82.0% | $5,634-87.9% | $3,741-81.8% |
| Admin fee / account holder | $3,550 | $4,513-21.3% | $9,503-62.6% | $5,306-33.1% |