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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 | $83,746 | $108,825-23.0% | $156,181-46.4% | $82,448+1.6% |
| Participation rate | 93.1% | 72.4%+20.7pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 12.61% | 20.59%-8.0pp | 64.87%-52.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,546 | $2,870-46.1% | $4,294-64.0% | $2,551-39.4% |
| Participant deferral / active EE | $1,899 | $4,577-58.5% | $6,132-69.0% | $4,139-54.1% |
| Admin fee / account holder | $24,334 | $9,341+160.5% | $14,586+66.8% | $7,234+236.4% |