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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 | $66,812 | $60,349+10.7% | $74,184-9.9% | $62,881+6.3% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 5.62% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,481 | $1,680-11.8% | $2,370-37.5% | $2,281-35.0% |
| Participant deferral / active EE | $1,045 | $2,856-63.4% | $3,550-70.6% | $3,203-67.4% |
| Admin fee / account holder | $1,027 | $4,261-75.9% | $5,586-81.6% | $4,296-76.1% |