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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 | $68,535 | $125,797-45.5% | $170,057-59.7% | $75,177-8.8% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 14.66% | 27.20%-12.5pp | 53.42%-38.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,871 | $4,616-37.8% | $6,790-57.7% | $2,671+7.5% |
| Participant deferral / active EE | $2,365 | $6,838-65.4% | $10,411-77.3% | $4,126-42.7% |
| Admin fee / account holder | $3,015 | $8,177-63.1% | $12,826-76.5% | $5,651-46.7% |