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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 | $80,040 | $73,787+8.5% | $98,716-18.9% | $82,448-2.9% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.3%+21.2pp | 68.1%+22.5pp |
| Annual return | 14.57% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $731 | $1,511-51.6% | $2,279-67.9% | $2,551-71.3% |
| Participant deferral / active EE | $992 | $3,081-67.8% | $4,048-75.5% | $4,139-76.0% |
| Admin fee / account holder | $14,122 | $6,500+117.2% | $8,703+62.3% | $7,234+95.2% |