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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 | $123,478-32.2% | $216,567-61.3% | $94,015-10.9% |
| Participation rate | 93.1% | 75.1%+18.0pp | 81.6%+11.5pp | 70.8%+22.3pp |
| Annual return | 12.61% | 23.61%-11.0pp | 12.94%-0.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,546 | $3,136-50.7% | $5,216-70.4% | $2,790-44.6% |
| Participant deferral / active EE | $1,899 | $4,556-58.3% | $6,191-69.3% | $4,249-55.3% |
| Admin fee / account holder | $24,334 | $12,753+90.8% | $21,981+10.7% | $8,951+171.8% |