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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 | $21,192 | $76,407-72.3% | $150,298-85.9% | $82,448-74.3% |
| Participation rate | 95.0% | 66.4%+28.6pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 43.94% | 39.99%+3.9pp | 62.79%-18.8pp | 41.64%+2.3pp |
| Employer contribution / active EE | $5,330 | $2,614+103.9% | $4,154+28.3% | $2,551+108.9% |
| Participant deferral / active EE | $814 | $3,214-74.7% | $5,453-85.1% | $4,139-80.3% |
| Admin fee / account holder | $4,023 | $6,352-36.7% | $14,116-71.5% | $7,234-44.4% |