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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 | $55,643 | $52,467+6.1% | $57,196-2.7% | $55,167+0.9% |
| Participation rate | 87.0% | 75.8%+11.2pp | 75.3%+11.7pp | 69.0%+18.0pp |
| Annual return | 6.75% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,615 | $2,477+5.6% | $2,683-2.5% | $1,963+33.3% |
| Participant deferral / active EE | $929 | $2,830-67.2% | $3,096-70.0% | $3,054-69.6% |
| Admin fee / account holder | $5,936 | $269+2106.0% | $3,141+89.0% | $504+1077.9% |