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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 | $110,137-24.0% | $161,149-48.0% | $82,637+1.3% |
| Participation rate | 93.1% | 72.4%+20.8pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 12.61% | 20.69%-8.1pp | 21.16%-8.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,546 | $2,856-45.9% | $4,360-64.5% | $2,552-39.4% |
| Participant deferral / active EE | $1,899 | $4,575-58.5% | $6,153-69.1% | $4,126-54.0% |
| Admin fee / account holder | $24,334 | $9,467+157.0% | $15,194+60.1% | $7,339+231.6% |