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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 | $108,825-59.1% | $156,181-71.5% | $82,448-46.0% |
| Participation rate | 88.6% | 72.4%+16.3pp | 78.8%+9.8pp | 68.1%+20.6pp |
| Annual return | 19.63% | 20.59%-1.0pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,733 | $2,870+30.1% | $4,294-13.1% | $2,551+46.4% |
| Participant deferral / active EE | $1,734 | $4,577-62.1% | $6,132-71.7% | $4,139-58.1% |
| Admin fee / account holder | $1,071 | $9,341-88.5% | $14,586-92.7% | $7,234-85.2% |