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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 | $138,366-67.0% | $184,185-75.2% | $80,911-43.5% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.6%+4.6pp |
| Annual return | 12.52% | 20.02%-7.5pp | 28.81%-16.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $4,001 | $4,849-17.5% | $6,426-37.7% | $2,756+45.2% |
| Participant deferral / active EE | $1,694 | $7,074-76.1% | $9,132-81.4% | $4,297-60.6% |
| Admin fee / account holder | $1,188 | $10,484-88.7% | $13,909-91.5% | $6,935-82.9% |