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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 | $56,646 | $96,558-41.3% | $80,977-30.0% | $273,972-79.3% |
| Participation rate | 95.0% | 79.1%+15.9pp | 75.8%+19.2pp | 83.0%+12.0pp |
| Annual return | 5.99% | 15.14%-9.2pp | 17.11%-11.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,328 | $4,869-52.2% | $3,715-37.3% | $4,869-52.2% |
| Participant deferral / active EE | $1,162 | $6,598-82.4% | $5,696-79.6% | $5,287-78.0% |
| Admin fee / account holder | $405 | $7,493-94.6% | $5,517-92.7% | $10,133-96.0% |