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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 | $56,955 | $64,359-11.5% | $90,161-36.8% | $70,126-18.8% |
| Participation rate | 90.3% | 70.4%+19.9pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 16.47% | 28.13%-11.7pp | 34.89%-18.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $893 | $2,046-56.3% | $3,318-73.1% | $2,343-61.9% |
| Participant deferral / active EE | $1,390 | $4,389-68.3% | $5,287-73.7% | $3,332-58.3% |
| Admin fee / account holder | $2,777 | $3,945-29.6% | $5,943-53.3% | $4,645-40.2% |