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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 | $62,385 | $64,920-3.9% | $103,693-39.8% | $86,983-28.3% |
| Participation rate | 75.8% | 63.6%+12.2pp | 72.6%+3.1pp | 69.5%+6.2pp |
| Annual return | 17.02% | 30.29%-13.3pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,091 | $2,141-49.1% | $2,920-62.6% | $2,584-57.8% |
| Participant deferral / active EE | $465 | $3,241-85.7% | $4,579-89.9% | $4,194-88.9% |
| Admin fee / account holder | $1,903 | $6,191-69.3% | $7,858-75.8% | $7,856-75.8% |