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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 | $44,493 | $123,478-64.0% | $216,567-79.5% | $94,015-52.7% |
| Participation rate | 88.6% | 75.1%+13.5pp | 81.6%+7.0pp | 70.8%+17.8pp |
| Annual return | 19.63% | 23.61%-4.0pp | 12.94%+6.7pp | 17.84%+1.8pp |
| Employer contribution / active EE | $3,733 | $3,136+19.1% | $5,216-28.4% | $2,790+33.8% |
| Participant deferral / active EE | $1,734 | $4,556-61.9% | $6,191-72.0% | $4,249-59.2% |
| Admin fee / account holder | $1,071 | $12,753-91.6% | $21,981-95.1% | $8,951-88.0% |