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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 | $106,524-63.5% | $152,301-74.5% | $87,485-55.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.4pp |
| Annual return | 14.50% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $912 | $3,371-73.0% | $4,624-80.3% | $2,596-64.9% |
| Participant deferral / active EE | $2,110 | $6,525-67.7% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $3,751 | $8,287-54.7% | $14,398-74.0% | $7,775-51.8% |