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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 | $80,139 | $95,453-16.0% | $112,040-28.5% | $82,448-2.8% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 18.72% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,261 | $2,318+40.7% | $2,954+10.4% | $2,551+27.8% |
| Participant deferral / active EE | $1,170 | $4,224-72.3% | $5,098-77.0% | $4,139-71.7% |
| Admin fee / account holder | $3,189 | $9,013-64.6% | $12,098-73.6% | $7,234-55.9% |