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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 | $65,801 | $86,940-24.3% | $102,434-35.8% | $80,935-18.7% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.7%+31.3pp |
| Annual return | 11.80% | 18.89%-7.1pp | 29.46%-17.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $5,315 | $2,370+124.3% | $3,023+75.8% | $2,757+92.8% |
| Participant deferral / active EE | $1,160 | $4,121-71.8% | $5,055-77.0% | $4,299-73.0% |
| Admin fee / account holder | $3,257 | $8,047-59.5% | $9,462-65.6% | $6,924-53.0% |