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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 | $45,693 | $138,386-67.0% | $184,260-75.2% | $80,935-43.5% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.84%-16.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $4,001 | $4,851-17.5% | $6,427-37.7% | $2,757+45.1% |
| Participant deferral / active EE | $1,694 | $7,076-76.1% | $9,133-81.4% | $4,299-60.6% |
| Admin fee / account holder | $1,188 | $10,489-88.7% | $13,898-91.5% | $6,924-82.8% |