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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 | $70,925 | $146,267-51.5% | $197,124-64.0% | $82,448-14.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 86.7%+9.0pp | 68.1%+27.7pp |
| Annual return | 15.97% | 29.61%-13.6pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,255 | $4,723-52.3% | $6,227-63.8% | $2,551-11.6% |
| Participant deferral / active EE | $2,789 | $7,035-60.3% | $9,135-69.5% | $4,139-32.6% |
| Admin fee / account holder | $2,601 | $14,422-82.0% | $16,298-84.0% | $7,234-64.0% |