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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 | $38,903 | $106,749-63.6% | $145,433-73.3% | $82,448-52.8% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 14.50% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $912 | $3,444-73.5% | $4,554-80.0% | $2,551-64.3% |
| Participant deferral / active EE | $2,110 | $6,519-67.6% | $7,897-73.3% | $4,139-49.0% |
| Admin fee / account holder | $3,751 | $8,390-55.3% | $13,129-71.4% | $7,234-48.2% |