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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 | $49,649 | $88,707-44.0% | $74,184-33.1% | $273,972-81.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.35% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $8,333 | $3,159+163.8% | $2,370+251.6% | $4,869+71.2% |
| Participant deferral / active EE | $1,105 | $4,212-73.8% | $3,550-68.9% | $5,287-79.1% |
| Admin fee / account holder | $3,818 | $8,717-56.2% | $5,586-31.6% | $10,133-62.3% |